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 | $44,739 | $76,000-41.1% | $154,107-71.0% | $64,186-30.3% |
| Participation rate | 86.5% | 70.4%+16.1pp | 83.0%+3.4pp | 69.6%+16.9pp |
| Annual return | -5.49% | 30.32%-35.8pp | 735.12%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,202 | $3,351-64.1% | $5,298-77.3% | $2,381-49.5% |
| Participant deferral / active EE | $4,058 | $3,175+27.8% | $5,081-20.1% | $3,470+17.0% |
| Admin fee / account holder | $1,780 | $5,596-68.2% | $13,411-86.7% | $4,888-63.6% |