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 | $65,910 | $43,723+50.7% | $121,196-45.6% | $64,186+2.7% |
| Participation rate | 92.1% | 58.3%+33.7pp | 71.7%+20.3pp | 69.6%+22.5pp |
| Annual return | -7.68% | 68.91%-76.6pp | 16.93%-24.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $7,110 | $1,296+448.5% | $4,022+76.8% | $2,381+198.7% |
| Participant deferral / active EE | $4,680 | $2,280+105.3% | $3,344+39.9% | $3,470+34.9% |
| Admin fee / account holder | $3,048 | $3,501-12.9% | $5,019-39.3% | $4,888-37.7% |