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 | $49,958 | $76,000-34.3% | $154,107-67.6% | $64,186-22.2% |
| Participation rate | 85.7% | 70.4%+15.3pp | 83.0%+2.7pp | 69.6%+16.1pp |
| Annual return | 1.52% | 30.32%-28.8pp | 735.12%-733.6pp | 7.63%-6.1pp |
| Employer contribution / active EE | $4,370 | $3,351+30.4% | $5,298-17.5% | $2,381+83.5% |
| Participant deferral / active EE | $3,364 | $3,175+5.9% | $5,081-33.8% | $3,470-3.1% |
| Admin fee / account holder | $151,120 | $5,596+2600.4% | $13,411+1026.8% | $4,888+2991.6% |