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 | $83,407 | $67,331+23.9% | $60,874+37.0% | $134,475-38.0% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.1%-3.1pp | 81.2%-11.2pp |
| Annual return | -16.41% | 49.93%-66.3pp | 16.90%-33.3pp | 417.96%-434.4pp |
| Employer contribution / active EE | $4,787 | $3,096+54.6% | $2,701+77.2% | $4,740+1.0% |
| Participant deferral / active EE | $5,437 | $4,538+19.8% | $3,817+42.5% | $6,400-15.0% |
| Admin fee / account holder | $546 | $4,582-88.1% | $3,224-83.1% | $11,426-95.2% |