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 | $49,292 | $52,519-6.1% | $155,790-68.4% | $59,632-17.3% |
| Participation rate | 87.0% | 61.7%+25.3pp | 76.1%+10.9pp | 68.7%+18.3pp |
| Annual return | -1.64% | 53.51%-55.1pp | 71.54%-73.2pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $5,814 | $1,589+265.8% | $3,836+51.6% | $2,203+164.0% |
| Participant deferral / active EE | $4,499 | $3,084+45.9% | $4,797-6.2% | $3,192+41.0% |
| Admin fee / account holder | $3,383 | $3,540-4.4% | $7,478-54.8% | $4,297-21.3% |