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 | $42,397 | $76,000-44.2% | $154,107-72.5% | $64,186-33.9% |
| Participation rate | 90.5% | 70.4%+20.1pp | 83.0%+7.4pp | 69.6%+20.9pp |
| Annual return | -6.45% | 30.32%-36.8pp | 735.12%-741.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $14,813 | $3,175+366.5% | $5,081+191.6% | $3,470+326.9% |
| Admin fee / account holder | $8,259 | $5,596+47.6% | $13,411-38.4% | $4,888+69.0% |