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 | $101,769 | $76,000+33.9% | $154,107-34.0% | $64,186+58.6% |
| Participation rate | 70.5% | 70.4%+0.1pp | 83.0%-12.5pp | 69.6%+0.9pp |
| Annual return | -3.85% | 30.32%-34.2pp | 735.12%-739.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $2,150 | $3,351-35.8% | $5,298-59.4% | $2,381-9.7% |
| Participant deferral / active EE | $4,139 | $3,175+30.3% | $5,081-18.5% | $3,470+19.3% |
| Admin fee / account holder | $4,977 | $5,596-11.1% | $13,411-62.9% | $4,888+1.8% |