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 | $37,908 | $76,000-50.1% | $154,107-75.4% | $64,186-40.9% |
| Participation rate | 92.7% | 70.4%+22.3pp | 83.0%+9.7pp | 69.6%+23.1pp |
| Annual return | -5.28% | 30.32%-35.6pp | 735.12%-740.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $3,372 | $3,351+0.6% | $5,298-36.4% | $2,381+41.6% |
| Participant deferral / active EE | $7,652 | $3,175+141.0% | $5,081+50.6% | $3,470+120.5% |
| Admin fee / account holder | $3,241 | $5,596-42.1% | $13,411-75.8% | $4,888-33.7% |