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 | $62,440 | $67,331-7.3% | $60,874+2.6% | $134,475-53.6% |
| Participation rate | 95.0% | 76.2%+18.8pp | 73.1%+21.9pp | 81.2%+13.8pp |
| Annual return | -5.20% | 49.93%-55.1pp | 16.90%-22.1pp | 417.96%-423.2pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $7,121 | $4,538+56.9% | $3,817+86.6% | $6,400+11.3% |
| Admin fee / account holder | $1,627 | $4,582-64.5% | $3,224-49.5% | $11,426-85.8% |