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 | $85,637 | $44,103+94.2% | $75,826+12.9% | $64,186+33.4% |
| Participation rate | 76.9% | 62.7%+14.2pp | 68.2%+8.7pp | 69.6%+7.4pp |
| Annual return | -5.64% | -4.72%-0.9pp | 1914.15%-1919.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,950 | $1,446+34.9% | $1,913+1.9% | $2,381-18.1% |
| Participant deferral / active EE | $3,210 | $2,204+45.7% | $2,862+12.2% | $3,470-7.5% |
| Admin fee / account holder | $1,392 | $3,506-60.3% | $4,726-70.5% | $4,888-71.5% |