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 | $58,275 | $44,103+32.1% | $75,826-23.1% | $64,186-9.2% |
| Participation rate | 83.3% | 62.7%+20.6pp | 68.2%+15.1pp | 69.6%+13.8pp |
| Annual return | -2.32% | -4.72%+2.4pp | 1914.15%-1916.5pp | 7.63%-10.0pp |
| Employer contribution / active EE | $2,759 | $1,446+90.8% | $1,913+44.2% | $2,381+15.9% |
| Participant deferral / active EE | $1,808 | $2,204-18.0% | $2,862-36.8% | $3,470-47.9% |
| Admin fee / account holder | $599 | $3,506-82.9% | $4,726-87.3% | $4,888-87.8% |