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 | $75,441 | $57,354+31.5% | $83,848-10.0% | $64,186+17.5% |
| Participation rate | 90.5% | 68.6%+21.9pp | 76.1%+14.3pp | 69.6%+20.9pp |
| Annual return | -5.57% | 11.38%-16.9pp | 850.88%-856.4pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,663 | $2,545-34.7% | $3,631-54.2% | $2,381-30.1% |
| Participant deferral / active EE | $4,358 | $2,993+45.6% | $4,082+6.8% | $3,470+25.6% |
| Admin fee / account holder | $15,379 | $4,046+280.1% | $5,478+180.7% | $4,888+214.6% |