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 | $51,997 | $45,566+14.1% | $64,105-18.9% | $59,632-12.8% |
| Participation rate | 80.8% | 60.2%+20.7pp | 68.2%+12.7pp | 68.7%+12.2pp |
| Annual return | -2.76% | 4.95%-7.7pp | 791.24%-794.0pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $849 | $934-9.1% | $1,820-53.3% | $2,203-61.4% |
| Participant deferral / active EE | $2,085 | $2,057+1.4% | $2,822-26.1% | $3,192-34.7% |
| Admin fee / account holder | $4,081 | $3,268+24.9% | $4,499-9.3% | $4,297-5.0% |