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 | $87,714 | $57,354+52.9% | $83,848+4.6% | $64,186+36.7% |
| Participation rate | 85.9% | 68.6%+17.3pp | 76.1%+9.8pp | 69.6%+16.4pp |
| Annual return | -4.60% | 11.38%-16.0pp | 850.88%-855.5pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,504 | $2,545-40.9% | $3,631-58.6% | $2,381-36.8% |
| Participant deferral / active EE | $3,041 | $2,993+1.6% | $4,082-25.5% | $3,470-12.3% |
| Admin fee / account holder | $13,870 | $4,046+242.8% | $5,478+153.2% | $4,888+183.8% |