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 | $49,919 | $76,000-34.3% | $154,107-67.6% | $64,186-22.2% |
| Participation rate | 88.9% | 70.4%+18.5pp | 83.0%+5.9pp | 69.6%+19.3pp |
| Annual return | -7.90% | 30.32%-38.2pp | 735.12%-743.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $2,034 | $3,351-39.3% | $5,298-61.6% | $2,381-14.6% |
| Participant deferral / active EE | $3,828 | $3,175+20.6% | $5,081-24.6% | $3,470+10.3% |
| Admin fee / account holder | $3,354 | $5,596-40.1% | $13,411-75.0% | $4,888-31.4% |