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 | $60,743 | $76,000-20.1% | $154,107-60.6% | $64,186-5.4% |
| Participation rate | 88.0% | 70.4%+17.6pp | 83.0%+5.0pp | 69.6%+18.4pp |
| Annual return | -0.24% | 30.32%-30.6pp | 735.12%-735.4pp | 7.63%-7.9pp |
| Employer contribution / active EE | $1,171 | $3,351-65.0% | $5,298-77.9% | $2,381-50.8% |
| Participant deferral / active EE | $2,138 | $3,175-32.7% | $5,081-57.9% | $3,470-38.4% |
| Admin fee / account holder | $1,032 | $5,596-81.6% | $13,411-92.3% | $4,888-78.9% |