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 | $38,716 | $76,000-49.1% | $154,107-74.9% | $64,186-39.7% |
| Participation rate | 94.1% | 70.4%+23.7pp | 83.0%+11.1pp | 69.6%+24.5pp |
| Annual return | -5.78% | 30.32%-36.1pp | 735.12%-740.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,760 | $3,351-47.5% | $5,298-66.8% | $2,381-26.1% |
| Participant deferral / active EE | $2,797 | $3,175-11.9% | $5,081-44.9% | $3,470-19.4% |
| Admin fee / account holder | $1,856 | $5,596-66.8% | $13,411-86.2% | $4,888-62.0% |