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 | $92,385 | $57,354+61.1% | $83,848+10.2% | $64,186+43.9% |
| Participation rate | 97.9% | 68.6%+29.3pp | 76.1%+21.8pp | 69.6%+28.3pp |
| Annual return | -8.07% | 11.38%-19.5pp | 850.88%-858.9pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,315 | $2,545-9.1% | $3,631-36.2% | $2,381-2.8% |
| Participant deferral / active EE | $6,347 | $2,993+112.0% | $4,082+55.5% | $3,470+82.9% |
| Admin fee / account holder | $2,783 | $4,046-31.2% | $5,478-49.2% | $4,888-43.1% |