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 | $58,729 | $76,000-22.7% | $154,107-61.9% | $64,186-8.5% |
| Participation rate | 85.7% | 70.4%+15.3pp | 83.0%+2.7pp | 69.6%+16.1pp |
| Annual return | -1.77% | 30.32%-32.1pp | 735.12%-736.9pp | 7.63%-9.4pp |
| Employer contribution / active EE | $4,047 | $3,351+20.8% | $5,298-23.6% | $2,381+70.0% |
| Participant deferral / active EE | $6,601 | $3,175+107.9% | $5,081+29.9% | $3,470+90.3% |
| Admin fee / account holder | $454 | $5,596-91.9% | $13,411-96.6% | $4,888-90.7% |