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 | $61,690 | $45,863+34.5% | $77,024-19.9% | $68,494-9.9% |
| Participation rate | 86.7% | 55.9%+30.8pp | 67.9%+18.8pp | 67.9%+18.8pp |
| Annual return | -17.22% | 1.72%-18.9pp | 42.32%-59.5pp | -7.84%-9.4pp |
| Employer contribution / active EE | $5,789 | $1,650+251.0% | $2,812+105.9% | $2,596+123.0% |
| Participant deferral / active EE | $12,004 | $2,962+305.2% | $4,426+171.2% | $4,027+198.1% |
| Admin fee / account holder | $10,043 | $3,041+230.3% | $5,425+85.1% | $5,403+85.9% |