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 | $64,069 | $76,000-15.7% | $154,107-58.4% | $64,186-0.2% |
| Participation rate | 80.5% | 70.4%+10.1pp | 83.0%-2.5pp | 69.6%+10.9pp |
| Annual return | -7.89% | 30.32%-38.2pp | 735.12%-743.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,435 | $3,351-57.2% | $5,298-72.9% | $2,381-39.7% |
| Participant deferral / active EE | $3,928 | $3,175+23.7% | $5,081-22.7% | $3,470+13.2% |
| Admin fee / account holder | $966 | $5,596-82.7% | $13,411-92.8% | $4,888-80.2% |