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 | $49,728 | $43,723+13.7% | $121,196-59.0% | $64,186-22.5% |
| Participation rate | 82.8% | 58.3%+24.4pp | 71.7%+11.0pp | 69.6%+13.2pp |
| Annual return | -5.58% | 68.91%-74.5pp | 16.93%-22.5pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,357 | $1,296+4.7% | $4,022-66.3% | $2,381-43.0% |
| Participant deferral / active EE | $2,525 | $2,280+10.8% | $3,344-24.5% | $3,470-27.2% |
| Admin fee / account holder | $2,031 | $3,501-42.0% | $5,019-59.5% | $4,888-58.4% |