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 | $68,980 | $76,000-9.2% | $154,107-55.2% | $64,186+7.5% |
| Participation rate | 97.1% | 70.4%+26.6pp | 83.0%+14.0pp | 69.6%+27.5pp |
| Annual return | -7.25% | 30.32%-37.6pp | 735.12%-742.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $9,498 | $3,351+183.5% | $5,298+79.3% | $2,381+298.9% |
| Participant deferral / active EE | $2,439 | $3,175-23.2% | $5,081-52.0% | $3,470-29.7% |
| Admin fee / account holder | $2,209 | $5,596-60.5% | $13,411-83.5% | $4,888-54.8% |