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 | $72,435 | $76,000-4.7% | $154,107-53.0% | $64,186+12.9% |
| Participation rate | 94.5% | 70.4%+24.1pp | 83.0%+11.5pp | 69.6%+25.0pp |
| Annual return | -5.00% | 30.32%-35.3pp | 735.12%-740.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $842 | $3,351-74.9% | $5,298-84.1% | $2,381-64.6% |
| Participant deferral / active EE | $4,291 | $3,175+35.1% | $5,081-15.5% | $3,470+23.7% |
| Admin fee / account holder | $7,367 | $5,596+31.6% | $13,411-45.1% | $4,888+50.7% |