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 | $90,321 | $82,664+9.3% | $125,339-27.9% | $68,494+31.9% |
| Participation rate | 97.0% | 75.0%+21.9pp | 82.4%+14.6pp | 67.9%+29.1pp |
| Annual return | -13.69% | -5.97%-7.7pp | 572.05%-585.7pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,024 | $3,381-69.7% | $4,814-78.7% | $2,596-60.6% |
| Participant deferral / active EE | $11,161 | $6,110+82.7% | $7,446+49.9% | $4,027+177.1% |
| Admin fee / account holder | $2,689 | $6,275-57.1% | $10,010-73.1% | $5,403-50.2% |