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 | $32,084 | $52,519-38.9% | $155,790-79.4% | $59,632-46.2% |
| Participation rate | 93.6% | 61.7%+31.9pp | 76.1%+17.5pp | 68.7%+24.9pp |
| Annual return | -1.55% | 53.51%-55.1pp | 71.54%-73.1pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $3,006 | $1,589+89.1% | $3,836-21.6% | $2,203+36.5% |
| Participant deferral / active EE | $4,269 | $3,084+38.4% | $4,797-11.0% | $3,192+33.8% |
| Admin fee / account holder | $4,012 | $3,540+13.3% | $7,478-46.4% | $4,297-6.6% |