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 | $54,471 | $76,000-28.3% | $154,107-64.7% | $64,186-15.1% |
| Participation rate | 98.2% | 70.4%+27.8pp | 83.0%+15.1pp | 69.6%+28.6pp |
| Annual return | -5.97% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,734 | $3,351+11.4% | $5,298-29.5% | $2,381+56.8% |
| Participant deferral / active EE | $2,416 | $3,175-23.9% | $5,081-52.4% | $3,470-30.4% |
| Admin fee / account holder | $4,544 | $5,596-18.8% | $13,411-66.1% | $4,888-7.0% |