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 | $79,280 | $54,350+45.9% | $82,719-4.2% | $68,494+15.7% |
| Participation rate | 98.1% | 63.9%+34.2pp | 72.6%+25.5pp | 67.9%+30.2pp |
| Annual return | -14.38% | -13.67%-0.7pp | 701.18%-715.6pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,756 | $2,218-20.8% | $3,009-41.7% | $2,596-32.4% |
| Participant deferral / active EE | $5,245 | $3,246+61.6% | $4,395+19.3% | $4,027+30.2% |
| Admin fee / account holder | $18,423 | $4,395+319.1% | $5,329+245.7% | $5,403+241.0% |