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 | $88,663 | $43,723+102.8% | $121,196-26.8% | $64,186+38.1% |
| Participation rate | 80.0% | 58.3%+21.7pp | 71.7%+8.3pp | 69.6%+10.4pp |
| Annual return | -5.13% | 68.91%-74.0pp | 16.93%-22.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,243 | $1,296+73.1% | $4,022-44.2% | $2,381-5.8% |
| Participant deferral / active EE | $5,917 | $2,280+159.5% | $3,344+76.9% | $3,470+70.5% |
| Admin fee / account holder | $5,148 | $3,501+47.0% | $5,019+2.6% | $4,888+5.3% |