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 | $89,892 | $76,000+18.3% | $154,107-41.7% | $64,186+40.0% |
| Participation rate | 88.9% | 70.4%+18.5pp | 83.0%+5.9pp | 69.6%+19.3pp |
| Annual return | -7.84% | 30.32%-38.2pp | 735.12%-743.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,886 | $3,351-43.7% | $5,298-64.4% | $2,381-20.8% |
| Participant deferral / active EE | $4,387 | $3,175+38.2% | $5,081-13.6% | $3,470+26.5% |
| Admin fee / account holder | $629 | $5,596-88.8% | $13,411-95.3% | $4,888-87.1% |