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 | $82,537 | $52,519+57.2% | $155,790-47.0% | $59,632+38.4% |
| Participation rate | 86.7% | 61.7%+25.0pp | 76.1%+10.6pp | 68.7%+18.0pp |
| Annual return | -1.01% | 53.51%-54.5pp | 71.54%-72.6pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $802 | $1,589-49.5% | $3,836-79.1% | $2,203-63.6% |
| Participant deferral / active EE | $3,678 | $3,084+19.2% | $4,797-23.3% | $3,192+15.2% |
| Admin fee / account holder | $1,288 | $3,540-63.6% | $7,478-82.8% | $4,297-70.0% |