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 | $69,528 | $76,000-8.5% | $154,107-54.9% | $64,186+8.3% |
| Participation rate | 85.3% | 70.4%+14.9pp | 83.0%+2.3pp | 69.6%+15.7pp |
| Annual return | -3.62% | 30.32%-33.9pp | 735.12%-738.7pp | 7.63%-11.3pp |
| Employer contribution / active EE | $2,375 | $3,351-29.1% | $5,298-55.2% | $2,381-0.2% |
| Participant deferral / active EE | $5,071 | $3,175+59.7% | $5,081-0.2% | $3,470+46.2% |
| Admin fee / account holder | $62,662 | $5,596+1019.7% | $13,411+367.2% | $4,888+1181.9% |