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 | $78,631 | $76,000+3.5% | $154,107-49.0% | $64,186+22.5% |
| Participation rate | 85.7% | 70.4%+15.3pp | 83.0%+2.7pp | 69.6%+16.1pp |
| Annual return | -6.86% | 30.32%-37.2pp | 735.12%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,067 | $3,351-38.3% | $5,298-61.0% | $2,381-13.2% |
| Participant deferral / active EE | $3,809 | $3,175+19.9% | $5,081-25.0% | $3,470+9.8% |
| Admin fee / account holder | $8,274 | $5,596+47.9% | $13,411-38.3% | $4,888+69.3% |