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 | $52,360 | $76,000-31.1% | $154,107-66.0% | $64,186-18.4% |
| Participation rate | 94.9% | 70.4%+24.5pp | 83.0%+11.8pp | 69.6%+25.3pp |
| Annual return | -6.85% | 30.32%-37.2pp | 735.12%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,172 | $3,351-35.2% | $5,298-59.0% | $2,381-8.8% |
| Participant deferral / active EE | $3,678 | $3,175+15.8% | $5,081-27.6% | $3,470+6.0% |
| Admin fee / account holder | $3,115 | $5,596-44.3% | $13,411-76.8% | $4,888-36.3% |