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 | $80,124 | $43,723+83.3% | $121,196-33.9% | $64,186+24.8% |
| Participation rate | 84.2% | 58.3%+25.9pp | 71.7%+12.5pp | 69.6%+14.6pp |
| Annual return | -7.32% | 68.91%-76.2pp | 16.93%-24.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,557 | $1,296+20.1% | $4,022-61.3% | $2,381-34.6% |
| Participant deferral / active EE | $4,055 | $2,280+77.8% | $3,344+21.2% | $3,470+16.9% |
| Admin fee / account holder | $2,869 | $3,501-18.1% | $5,019-42.8% | $4,888-41.3% |