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 | $81,920 | $76,000+7.8% | $154,107-46.8% | $64,186+27.6% |
| Participation rate | 82.0% | 70.4%+11.6pp | 83.0%-1.0pp | 69.6%+12.4pp |
| Annual return | -4.83% | 30.32%-35.2pp | 735.12%-740.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,812 | $3,351-45.9% | $5,298-65.8% | $2,381-23.9% |
| Participant deferral / active EE | $2,811 | $3,175-11.5% | $5,081-44.7% | $3,470-19.0% |
| Admin fee / account holder | $27,594 | $5,596+393.1% | $13,411+105.8% | $4,888+464.5% |