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 | $42,759 | $76,000-43.7% | $154,107-72.3% | $64,186-33.4% |
| Participation rate | 88.0% | 70.4%+17.6pp | 83.0%+5.0pp | 69.6%+18.4pp |
| Annual return | -5.71% | 30.32%-36.0pp | 735.12%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,816 | $3,351-16.0% | $5,298-46.8% | $2,381+18.3% |
| Participant deferral / active EE | $3,661 | $3,175+15.3% | $5,081-27.9% | $3,470+5.5% |
| Admin fee / account holder | $6,571 | $5,596+17.4% | $13,411-51.0% | $4,888+34.4% |