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 | $27,555 | $76,000-63.7% | $154,107-82.1% | $64,186-57.1% |
| Participation rate | 92.9% | 70.4%+22.4pp | 83.0%+9.8pp | 69.6%+23.3pp |
| Annual return | -5.49% | 30.32%-35.8pp | 735.12%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,455 | $3,351-26.7% | $5,298-53.7% | $2,381+3.1% |
| Participant deferral / active EE | $1,222 | $3,175-61.5% | $5,081-76.0% | $3,470-64.8% |
| Admin fee / account holder | $1,533 | $5,596-72.6% | $13,411-88.6% | $4,888-68.6% |