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 | $29,112 | $76,000-61.7% | $154,107-81.1% | $64,186-54.6% |
| Participation rate | 86.1% | 70.4%+15.7pp | 83.0%+3.1pp | 69.6%+16.5pp |
| Annual return | -7.88% | 30.32%-38.2pp | 735.12%-743.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $4,432 | $3,351+32.3% | $5,298-16.3% | $2,381+86.2% |
| Participant deferral / active EE | $7,426 | $3,175+133.9% | $5,081+46.2% | $3,470+114.0% |
| Admin fee / account holder | $745 | $5,596-86.7% | $13,411-94.4% | $4,888-84.7% |