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 | $71,164 | $47,977+48.3% | $154,107-53.8% | $56,287+26.4% |
| Participation rate | 71.8% | 66.2%+5.7pp | 83.0%-11.2pp | 69.9%+2.0pp |
| Annual return | -4.42% | 3.54%-8.0pp | 735.12%-739.5pp | -9.96%+5.5pp |
| Employer contribution / active EE | $1,632 | $2,169-24.8% | $5,298-69.2% | $2,111-22.7% |
| Participant deferral / active EE | $5,353 | $2,392+123.8% | $5,081+5.4% | $3,350+59.8% |
| Admin fee / account holder | $3,465 | $438+690.7% | $13,411-74.2% | $521+565.2% |