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 | $65,318 | $45,863+42.4% | $77,024-15.2% | $68,494-4.6% |
| Participation rate | 81.3% | 55.9%+25.3pp | 67.9%+13.3pp | 67.9%+13.4pp |
| Annual return | -15.88% | 1.72%-17.6pp | 42.32%-58.2pp | -7.84%-8.0pp |
| Employer contribution / active EE | $4,441 | $1,650+169.2% | $2,812+57.9% | $2,596+71.1% |
| Participant deferral / active EE | $6,661 | $2,962+124.9% | $4,426+50.5% | $4,027+65.4% |
| Admin fee / account holder | $580 | $3,041-80.9% | $5,425-89.3% | $5,403-89.3% |