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 | $39,820 | $76,000-47.6% | $154,107-74.2% | $64,186-38.0% |
| Participation rate | 98.2% | 70.4%+27.8pp | 83.0%+15.1pp | 69.6%+28.6pp |
| Annual return | -6.48% | 30.32%-36.8pp | 735.12%-741.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $3,828 | $3,351+14.3% | $5,298-27.7% | $2,381+60.8% |
| Participant deferral / active EE | $3,776 | $3,175+18.9% | $5,081-25.7% | $3,470+8.8% |
| Admin fee / account holder | $6,333 | $5,596+13.2% | $13,411-52.8% | $4,888+29.6% |