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 | $67,244 | $76,000-11.5% | $154,107-56.4% | $64,186+4.8% |
| Participation rate | 85.4% | 70.4%+15.0pp | 83.0%+2.3pp | 69.6%+15.8pp |
| Annual return | -5.68% | 30.32%-36.0pp | 735.12%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $993 | $3,351-70.4% | $5,298-81.3% | $2,381-58.3% |
| Participant deferral / active EE | $3,249 | $3,175+2.3% | $5,081-36.1% | $3,470-6.4% |
| Admin fee / account holder | $1,246 | $5,596-77.7% | $13,411-90.7% | $4,888-74.5% |