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 | $66,028 | $67,331-1.9% | $60,874+8.5% | $134,475-50.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -14.35% | 49.93%-64.3pp | 16.90%-31.2pp | 417.96%-432.3pp |
| Employer contribution / active EE | $5,007 | $3,096+61.7% | $2,701+85.4% | $4,740+5.6% |
| Participant deferral / active EE | $6,475 | $4,538+42.7% | $3,817+69.6% | $6,400+1.2% |
| Admin fee / account holder | $19,487 | $4,582+325.3% | $3,224+504.4% | $11,426+70.6% |