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 | $28,638 | $76,000-62.3% | $154,107-81.4% | $64,186-55.4% |
| Participation rate | 96.5% | 70.4%+26.1pp | 83.0%+13.5pp | 69.6%+26.9pp |
| Annual return | -4.35% | 30.32%-34.7pp | 735.12%-739.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,274 | $3,351-62.0% | $5,298-75.9% | $2,381-46.5% |
| Participant deferral / active EE | $2,210 | $3,175-30.4% | $5,081-56.5% | $3,470-36.3% |
| Admin fee / account holder | $5,093 | $5,596-9.0% | $13,411-62.0% | $4,888+4.2% |