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 | $89,523 | $49,451+81.0% | $79,550+12.5% | $66,914+33.8% |
| Participation rate | 78.8% | 61.3%+17.5pp | 69.5%+9.4pp | 69.8%+9.0pp |
| Annual return | -3.55% | 84.25%-87.8pp | 0.16%-3.7pp | 1.58%-5.1pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,391 | $3,159-24.3% | $3,985-40.0% | $4,237-43.6% |
| Admin fee / account holder | $3,741 | $595+529.2% | $6,832-45.2% | $593+530.6% |