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 | $42,329 | $76,000-44.3% | $154,107-72.5% | $64,186-34.1% |
| Participation rate | 78.4% | 70.4%+8.0pp | 83.0%-4.6pp | 69.6%+8.9pp |
| Annual return | -4.29% | 30.32%-34.6pp | 735.12%-739.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $834 | $3,351-75.1% | $5,298-84.3% | $2,381-65.0% |
| Participant deferral / active EE | $2,891 | $3,175-8.9% | $5,081-43.1% | $3,470-16.7% |
| Admin fee / account holder | $1,809 | $5,596-67.7% | $13,411-86.5% | $4,888-63.0% |