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 | $85,214 | $44,873+89.9% | $79,464+7.2% | $56,287+51.4% |
| Participation rate | 90.4% | 68.7%+21.6pp | 73.3%+17.0pp | 69.9%+20.5pp |
| Annual return | -6.58% | 0.81%-7.4pp | 718.14%-724.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $6,151 | $2,140+187.5% | $2,800+119.7% | $2,111+191.4% |
| Participant deferral / active EE | $11,426 | $2,746+316.1% | $3,704+208.5% | $3,350+241.1% |
| Admin fee / account holder | $3,881 | $418+827.5% | $5,113-24.1% | $521+645.0% |