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 | $68,519 | $32,117+113.3% | $71,086-3.6% | $64,186+6.8% |
| Participation rate | 93.5% | 42.7%+50.8pp | 54.7%+38.8pp | 69.6%+23.9pp |
| Annual return | -5.94% | -5.57%-0.4pp | 650.59%-656.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $909 | $712+27.6% | $1,088-16.4% | $2,381-61.8% |
| Participant deferral / active EE | $4,490 | $1,263+255.5% | $1,874+139.6% | $3,470+29.4% |
| Admin fee / account holder | $2,711 | $2,759-1.8% | $3,082-12.1% | $4,888-44.5% |