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 | $69,926 | $76,000-8.0% | $154,107-54.6% | $64,186+8.9% |
| Participation rate | 89.4% | 70.4%+18.9pp | 83.0%+6.3pp | 69.6%+19.8pp |
| Annual return | -3.47% | 30.32%-33.8pp | 735.12%-738.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $404 | $3,351-87.9% | $5,298-92.4% | $2,381-83.0% |
| Participant deferral / active EE | $2,190 | $3,175-31.0% | $5,081-56.9% | $3,470-36.9% |
| Admin fee / account holder | $2,499 | $5,596-55.3% | $13,411-81.4% | $4,888-48.9% |