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 | $62,346 | $76,000-18.0% | $154,107-59.5% | $64,186-2.9% |
| Participation rate | 88.2% | 70.4%+17.8pp | 83.0%+5.2pp | 69.6%+18.7pp |
| Annual return | -4.64% | 30.32%-35.0pp | 735.12%-739.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,736 | $3,351-48.2% | $5,298-67.2% | $2,381-27.1% |
| Participant deferral / active EE | $2,353 | $3,175-25.9% | $5,081-53.7% | $3,470-32.2% |
| Admin fee / account holder | $7,773 | $5,596+38.9% | $13,411-42.0% | $4,888+59.0% |