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 | $63,069 | $43,723+44.2% | $121,196-48.0% | $64,186-1.7% |
| Participation rate | 87.2% | 58.3%+28.9pp | 71.7%+15.5pp | 69.6%+17.7pp |
| Annual return | -4.84% | 68.91%-73.8pp | 16.93%-21.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,105 | $1,296-14.7% | $4,022-72.5% | $2,381-53.6% |
| Participant deferral / active EE | $3,941 | $2,280+72.9% | $3,344+17.8% | $3,470+13.6% |
| Admin fee / account holder | $5,221 | $3,501+49.1% | $5,019+4.0% | $4,888+6.8% |