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 | $45,122 | $76,000-40.6% | $154,107-70.7% | $64,186-29.7% |
| Participation rate | 89.3% | 70.4%+18.9pp | 83.0%+6.2pp | 69.6%+19.7pp |
| Annual return | -3.87% | 30.32%-34.2pp | 735.12%-739.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,421 | $3,351-57.6% | $5,298-73.2% | $2,381-40.3% |
| Participant deferral / active EE | $3,478 | $3,175+9.5% | $5,081-31.5% | $3,470+0.2% |
| Admin fee / account holder | $970 | $5,596-82.7% | $13,411-92.8% | $4,888-80.2% |