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 | $61,023 | $133,958-54.4% | $112,228-45.6% | $134,475-54.6% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -15.65% | 47.11%-62.8pp | 27.45%-43.1pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,127 | $4,038-47.3% | $3,635-41.5% | $4,740-55.1% |
| Participant deferral / active EE | $4,295 | $5,291-18.8% | $4,728-9.2% | $6,400-32.9% |
| Admin fee / account holder | $7,806 | $7,489+4.2% | $6,410+21.8% | $11,426-31.7% |