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 | $63,237 | $45,863+37.9% | $77,024-17.9% | $68,494-7.7% |
| Participation rate | 96.9% | 55.9%+41.0pp | 67.9%+29.0pp | 67.9%+29.0pp |
| Annual return | -17.92% | 1.72%-19.6pp | 42.32%-60.2pp | -7.84%-10.1pp |
| Employer contribution / active EE | $5,467 | $1,650+231.4% | $2,812+94.4% | $2,596+110.6% |
| Participant deferral / active EE | $4,797 | $2,962+61.9% | $4,426+8.4% | $4,027+19.1% |
| Admin fee / account holder | $7,869 | $3,041+158.8% | $5,425+45.0% | $5,403+45.7% |