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 | $60,845 | $76,000-19.9% | $154,107-60.5% | $64,186-5.2% |
| Participation rate | 88.5% | 70.4%+18.1pp | 83.0%+5.5pp | 69.6%+18.9pp |
| Annual return | -6.86% | 30.32%-37.2pp | 735.12%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $4,007 | $3,351+19.6% | $5,298-24.4% | $2,381+68.3% |
| Participant deferral / active EE | $4,812 | $3,175+51.6% | $5,081-5.3% | $3,470+38.7% |
| Admin fee / account holder | $7,226 | $5,596+29.1% | $13,411-46.1% | $4,888+47.8% |