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 | $75,308 | $76,000-0.9% | $154,107-51.1% | $64,186+17.3% |
| Participation rate | 97.7% | 70.4%+27.3pp | 83.0%+14.7pp | 69.6%+28.2pp |
| Annual return | -5.19% | 30.32%-35.5pp | 735.12%-740.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $4,486 | $3,351+33.9% | $5,298-15.3% | $2,381+88.4% |
| Participant deferral / active EE | $2,707 | $3,175-14.8% | $5,081-46.7% | $3,470-22.0% |
| Admin fee / account holder | $2,184 | $5,596-61.0% | $13,411-83.7% | $4,888-55.3% |