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 | $35,660 | $43,723-18.4% | $121,196-70.6% | $64,186-44.4% |
| Participation rate | 80.8% | 58.3%+22.4pp | 71.7%+9.0pp | 69.6%+11.2pp |
| Annual return | -3.87% | 68.91%-72.8pp | 16.93%-20.8pp | 7.63%-11.5pp |
| Employer contribution / active EE | $2,291 | $1,296+76.7% | $4,022-43.0% | $2,381-3.8% |
| Participant deferral / active EE | $4,788 | $2,280+110.0% | $3,344+43.2% | $3,470+38.0% |
| Admin fee / account holder | $10,406 | $3,501+197.2% | $5,019+107.3% | $4,888+112.9% |