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 9-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 | $81,629 | $49,177+66.0% | $79,464+2.7% | $64,186+27.2% |
| Participation rate | 98.3% | 65.0%+33.3pp | 73.3%+25.0pp | 69.6%+28.7pp |
| Annual return | -6.39% | -1.16%-5.2pp | 718.14%-724.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $12,769 | $2,076+515.0% | $2,800+356.0% | $2,381+436.3% |
| Participant deferral / active EE | $7,750 | $2,821+174.7% | $3,704+109.2% | $3,470+123.4% |
| Admin fee / account holder | $6,196 | $3,839+61.4% | $5,113+21.2% | $4,888+26.8% |