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 | $72,352 | $45,863+57.8% | $77,024-6.1% | $68,494+5.6% |
| Participation rate | 96.9% | 55.9%+41.0pp | 67.9%+29.0pp | 67.9%+29.0pp |
| Annual return | -19.66% | 1.72%-21.4pp | 42.32%-62.0pp | -7.84%-11.8pp |
| Employer contribution / active EE | $5,181 | $1,650+214.1% | $2,812+84.2% | $2,596+99.6% |
| Participant deferral / active EE | $7,034 | $2,962+137.5% | $4,426+58.9% | $4,027+74.7% |
| Admin fee / account holder | $555 | $3,041-81.7% | $5,425-89.8% | $5,403-89.7% |