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 | $67,709 | $76,000-10.9% | $154,107-56.1% | $64,186+5.5% |
| Participation rate | 80.0% | 70.4%+9.6pp | 83.0%-3.0pp | 69.6%+10.4pp |
| Annual return | -7.38% | 30.32%-37.7pp | 735.12%-742.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,826 | $3,351-15.6% | $5,298-46.6% | $2,381+18.7% |
| Participant deferral / active EE | $1,780 | $3,175-43.9% | $5,081-65.0% | $3,470-48.7% |
| Admin fee / account holder | $673 | $5,596-88.0% | $13,411-95.0% | $4,888-86.2% |