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 | $100,080 | $43,723+128.9% | $121,196-17.4% | $64,186+55.9% |
| Participation rate | 90.9% | 58.3%+32.6pp | 71.7%+19.2pp | 69.6%+21.3pp |
| Annual return | -6.43% | 68.91%-75.3pp | 16.93%-23.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $3,634 | $1,296+180.3% | $4,022-9.6% | $2,381+52.6% |
| Participant deferral / active EE | $7,142 | $2,280+213.3% | $3,344+113.6% | $3,470+105.9% |
| Admin fee / account holder | $2,033 | $3,501-41.9% | $5,019-59.5% | $4,888-58.4% |