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 | $51,370 | $43,723+17.5% | $121,196-57.6% | $64,186-20.0% |
| Participation rate | 89.5% | 58.3%+31.2pp | 71.7%+17.7pp | 69.6%+19.9pp |
| Annual return | -2.77% | 68.91%-71.7pp | 16.93%-19.7pp | 7.63%-10.4pp |
| Employer contribution / active EE | $2,709 | $1,296+109.0% | $4,022-32.6% | $2,381+13.8% |
| Participant deferral / active EE | $2,543 | $2,280+11.5% | $3,344-24.0% | $3,470-26.7% |
| Admin fee / account holder | $852 | $3,501-75.7% | $5,019-83.0% | $4,888-82.6% |