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 | $48,778 | $76,000-35.8% | $154,107-68.3% | $64,186-24.0% |
| Participation rate | 85.2% | 70.4%+14.8pp | 83.0%+2.1pp | 69.6%+15.6pp |
| Annual return | -6.18% | 30.32%-36.5pp | 735.12%-741.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,257 | $3,351-62.5% | $5,298-76.3% | $2,381-47.2% |
| Participant deferral / active EE | $3,376 | $3,175+6.3% | $5,081-33.5% | $3,470-2.7% |
| Admin fee / account holder | $1,055 | $5,596-81.2% | $13,411-92.1% | $4,888-78.4% |