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 | $77,747 | $76,000+2.3% | $154,107-49.6% | $64,186+21.1% |
| Participation rate | 90.6% | 70.4%+20.2pp | 83.0%+7.6pp | 69.6%+21.1pp |
| Annual return | -5.08% | 30.32%-35.4pp | 735.12%-740.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $818 | $3,351-75.6% | $5,298-84.6% | $2,381-65.6% |
| Participant deferral / active EE | $4,462 | $3,175+40.5% | $5,081-12.2% | $3,470+28.6% |
| Admin fee / account holder | $9,661 | $5,596+72.6% | $13,411-28.0% | $4,888+97.6% |