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 | $45,858 | $94,529-51.5% | $140,016-67.2% | $64,186-28.6% |
| Participation rate | 78.4% | 84.1%-5.7pp | 87.5%-9.1pp | 69.6%+8.8pp |
| Annual return | -4.09% | 7.77%-11.9pp | 651.12%-655.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,724 | $3,812-54.8% | $5,606-69.3% | $2,381-27.6% |
| Participant deferral / active EE | $4,081 | $5,250-22.3% | $6,927-41.1% | $3,470+17.6% |
| Admin fee / account holder | $14,098 | $6,741+109.1% | $10,705+31.7% | $4,888+188.4% |