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 | $27,662 | $76,000-63.6% | $154,107-82.1% | $64,186-56.9% |
| Participation rate | 96.2% | 70.4%+25.7pp | 83.0%+13.1pp | 69.6%+26.6pp |
| Annual return | -3.92% | 30.32%-34.2pp | 735.12%-739.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $2,752 | $3,351-17.9% | $5,298-48.1% | $2,381+15.6% |
| Participant deferral / active EE | $2,131 | $3,175-32.9% | $5,081-58.0% | $3,470-38.6% |
| Admin fee / account holder | $1,582 | $5,596-71.7% | $13,411-88.2% | $4,888-67.6% |