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 | $58,904 | $76,000-22.5% | $154,107-61.8% | $64,186-8.2% |
| Participation rate | 78.4% | 70.4%+8.0pp | 83.0%-4.7pp | 69.6%+8.8pp |
| Annual return | -4.76% | 30.32%-35.1pp | 735.12%-739.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,670 | $3,351-50.2% | $5,298-68.5% | $2,381-29.9% |
| Participant deferral / active EE | $2,569 | $3,175-19.1% | $5,081-49.4% | $3,470-26.0% |
| Admin fee / account holder | $9,822 | $5,596+75.5% | $13,411-26.8% | $4,888+100.9% |