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 | $63,475 | $67,331-5.7% | $60,874+4.3% | $134,475-52.8% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.1%+16.9pp | 81.2%+8.8pp |
| Annual return | -13.85% | 49.93%-63.8pp | 16.90%-30.7pp | 417.96%-431.8pp |
| Employer contribution / active EE | $3,474 | $3,096+12.2% | $2,701+28.6% | $4,740-26.7% |
| Participant deferral / active EE | $9,712 | $4,538+114.0% | $3,817+154.5% | $6,400+51.8% |
| Admin fee / account holder | $10,577 | $4,582+130.8% | $3,224+228.0% | $11,426-7.4% |