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 | $81,173 | $76,000+6.8% | $154,107-47.3% | $64,186+26.5% |
| Participation rate | 84.6% | 70.4%+14.2pp | 83.0%+1.6pp | 69.6%+15.0pp |
| Annual return | -4.20% | 30.32%-34.5pp | 735.12%-739.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,435 | $3,351-57.2% | $5,298-72.9% | $2,381-39.7% |
| Participant deferral / active EE | $4,526 | $3,175+42.5% | $5,081-10.9% | $3,470+30.5% |
| Admin fee / account holder | $8,567 | $5,596+53.1% | $13,411-36.1% | $4,888+75.3% |