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 | $68,010 | $32,117+111.8% | $71,086-4.3% | $64,186+6.0% |
| Participation rate | 80.0% | 42.7%+37.3pp | 54.7%+25.3pp | 69.6%+10.4pp |
| Annual return | -4.44% | -5.57%+1.1pp | 650.59%-655.0pp | 7.63%-12.1pp |
| Employer contribution / active EE | $803 | $712+12.7% | $1,088-26.2% | $2,381-66.3% |
| Participant deferral / active EE | $4,661 | $1,263+269.1% | $1,874+148.7% | $3,470+34.3% |
| Admin fee / account holder | $12,193 | $2,759+341.9% | $3,082+295.6% | $4,888+149.4% |