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 | $110,435 | $57,354+92.6% | $83,848+31.7% | $64,186+72.1% |
| Participation rate | 86.4% | 68.6%+17.8pp | 76.1%+10.3pp | 69.6%+16.9pp |
| Annual return | -5.08% | 11.38%-16.5pp | 850.88%-856.0pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,146 | $2,545-55.0% | $3,631-68.4% | $2,381-51.9% |
| Participant deferral / active EE | $5,537 | $2,993+85.0% | $4,082+35.6% | $3,470+59.6% |
| Admin fee / account holder | $1,423 | $4,046-64.8% | $5,478-74.0% | $4,888-70.9% |