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 | $47,674 | $76,000-37.3% | $154,107-69.1% | $64,186-25.7% |
| Participation rate | 78.6% | 70.4%+8.2pp | 83.0%-4.5pp | 69.6%+9.0pp |
| Annual return | -6.01% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,560 | $3,351-53.5% | $5,298-70.6% | $2,381-34.5% |
| Participant deferral / active EE | $3,558 | $3,175+12.1% | $5,081-30.0% | $3,470+2.6% |
| Admin fee / account holder | $909 | $5,596-83.8% | $13,411-93.2% | $4,888-81.4% |