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 | $74,719 | $45,566+64.0% | $64,105+16.6% | $59,632+25.3% |
| Participation rate | 72.0% | 60.2%+11.8pp | 68.2%+3.8pp | 68.7%+3.3pp |
| Annual return | -1.99% | 4.95%-6.9pp | 791.24%-793.2pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $1,030 | $934+10.3% | $1,820-43.4% | $2,203-53.2% |
| Participant deferral / active EE | $4,084 | $2,057+98.6% | $2,822+44.7% | $3,192+27.9% |
| Admin fee / account holder | $8,628 | $3,268+164.0% | $4,499+91.8% | $4,297+100.8% |