See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,407 | $76,000-11.3% | $154,107-56.3% | $64,186+5.0% |
| Participation rate | 94.1% | 70.4%+23.7pp | 83.0%+11.1pp | 69.6%+24.5pp |
| Annual return | -5.65% | 30.32%-36.0pp | 735.12%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,255 | $3,351-32.7% | $5,298-57.4% | $2,381-5.3% |
| Participant deferral / active EE | $5,607 | $3,175+76.6% | $5,081+10.4% | $3,470+61.6% |
| Admin fee / account holder | $3,496 | $5,596-37.5% | $13,411-73.9% | $4,888-28.5% |