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 | $65,951 | $45,863+43.8% | $77,024-14.4% | $68,494-3.7% |
| Participation rate | 89.1% | 55.9%+33.1pp | 67.9%+21.2pp | 67.9%+21.2pp |
| Annual return | -13.74% | 1.72%-15.5pp | 42.32%-56.1pp | -7.84%-5.9pp |
| Employer contribution / active EE | $2,472 | $1,650+49.8% | $2,812-12.1% | $2,596-4.8% |
| Participant deferral / active EE | $4,930 | $2,962+66.4% | $4,426+11.4% | $4,027+22.4% |
| Admin fee / account holder | $6,695 | $3,041+120.2% | $5,425+23.4% | $5,403+23.9% |