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 | $24,761 | $76,000-67.4% | $154,107-83.9% | $64,186-61.4% |
| Participation rate | 89.5% | 70.4%+19.1pp | 83.0%+6.4pp | 69.6%+19.9pp |
| Annual return | -7.34% | 30.32%-37.7pp | 735.12%-742.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $5,124 | $3,351+52.9% | $5,298-3.3% | $2,381+115.2% |
| Participant deferral / active EE | $2,027 | $3,175-36.1% | $5,081-60.1% | $3,470-41.6% |
| Admin fee / account holder | $2,475 | $5,596-55.8% | $13,411-81.5% | $4,888-49.4% |