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 | $80,488 | $45,863+75.5% | $77,024+4.5% | $68,494+17.5% |
| Participation rate | 83.7% | 55.9%+27.8pp | 67.9%+15.8pp | 67.9%+15.8pp |
| Annual return | -15.93% | 1.72%-17.7pp | 42.32%-58.2pp | -7.84%-8.1pp |
| Employer contribution / active EE | $613 | $1,650-62.8% | $2,812-78.2% | $2,596-76.4% |
| Participant deferral / active EE | $6,319 | $2,962+113.3% | $4,426+42.8% | $4,027+56.9% |
| Admin fee / account holder | $2,836 | $3,041-6.7% | $5,425-47.7% | $5,403-47.5% |