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 | $51,699 | $76,000-32.0% | $154,107-66.5% | $64,186-19.5% |
| Participation rate | 92.5% | 70.4%+22.1pp | 83.0%+9.5pp | 69.6%+22.9pp |
| Annual return | -4.26% | 30.32%-34.6pp | 735.12%-739.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $3,805 | $3,351+13.6% | $5,298-28.2% | $2,381+59.8% |
| Participant deferral / active EE | $3,483 | $3,175+9.7% | $5,081-31.4% | $3,470+0.4% |
| Admin fee / account holder | $3,747 | $5,596-33.1% | $13,411-72.1% | $4,888-23.4% |