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 | $69,332 | $45,566+52.2% | $64,105+8.2% | $59,632+16.3% |
| Participation rate | 89.3% | 60.2%+29.1pp | 68.2%+21.1pp | 68.7%+20.6pp |
| Annual return | -0.97% | 4.95%-5.9pp | 791.24%-792.2pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $1,607 | $934+72.0% | $1,820-11.7% | $2,203-27.0% |
| Participant deferral / active EE | $3,061 | $2,057+48.8% | $2,822+8.5% | $3,192-4.1% |
| Admin fee / account holder | $4,941 | $3,268+51.2% | $4,499+9.8% | $4,297+15.0% |