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 | $62,186 | $76,000-18.2% | $154,107-59.6% | $64,186-3.1% |
| Participation rate | 86.7% | 70.4%+16.3pp | 83.0%+3.6pp | 69.6%+17.1pp |
| Annual return | -4.52% | 30.32%-34.8pp | 735.12%-739.6pp | 7.63%-12.2pp |
| Employer contribution / active EE | $5,201 | $3,351+55.2% | $5,298-1.8% | $2,381+118.5% |
| Participant deferral / active EE | $4,928 | $3,175+55.2% | $5,081-3.0% | $3,470+42.0% |
| Admin fee / account holder | $662 | $5,596-88.2% | $13,411-95.1% | $4,888-86.4% |