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 | $87,686 | $32,117+173.0% | $71,086+23.4% | $64,186+36.6% |
| Participation rate | 100.0% | 42.7%+57.3pp | 54.7%+45.3pp | 69.6%+30.4pp |
| Annual return | -1.38% | -5.57%+4.2pp | 650.59%-652.0pp | 7.63%-9.0pp |
| Employer contribution / active EE | $364 | $712-48.9% | $1,088-66.5% | $2,381-84.7% |
| Participant deferral / active EE | $5,257 | $1,263+316.2% | $1,874+180.5% | $3,470+51.5% |
| Admin fee / account holder | $2,688 | $2,759-2.6% | $3,082-12.8% | $4,888-45.0% |