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 | $49,641 | $67,331-26.3% | $60,874-18.5% | $134,475-63.1% |
| Participation rate | 92.9% | 76.2%+16.7pp | 73.1%+19.7pp | 81.2%+11.6pp |
| Annual return | -15.71% | 49.93%-65.6pp | 16.90%-32.6pp | 417.96%-433.7pp |
| Employer contribution / active EE | $744 | $3,096-76.0% | $2,701-72.4% | $4,740-84.3% |
| Participant deferral / active EE | $3,541 | $4,538-22.0% | $3,817-7.2% | $6,400-44.7% |
| Admin fee / account holder | $4,280 | $4,582-6.6% | $3,224+32.7% | $11,426-62.5% |