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 | $65,922 | $43,723+50.8% | $121,196-45.6% | $64,186+2.7% |
| Participation rate | 77.1% | 58.3%+18.8pp | 71.7%+5.3pp | 69.6%+7.5pp |
| Annual return | -6.93% | 68.91%-75.8pp | 16.93%-23.9pp | 7.63%-14.6pp |
| Employer contribution / active EE | $3,521 | $1,296+171.7% | $4,022-12.4% | $2,381+47.9% |
| Participant deferral / active EE | $6,803 | $2,280+198.4% | $3,344+103.4% | $3,470+96.1% |
| Admin fee / account holder | $477 | $3,501-86.4% | $5,019-90.5% | $4,888-90.2% |