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 | $75,631 | $79,523-4.9% | $140,016-46.0% | $56,287+34.4% |
| Participation rate | 97.2% | 85.7%+11.5pp | 87.5%+9.7pp | 69.9%+27.3pp |
| Annual return | -3.19% | 2.39%-5.6pp | 651.12%-654.3pp | -9.96%+6.8pp |
| Employer contribution / active EE | $2,087 | $3,350-37.7% | $5,606-62.8% | $2,111-1.1% |
| Participant deferral / active EE | $6,416 | $5,129+25.1% | $6,927-7.4% | $3,350+91.5% |
| Admin fee / account holder | $3,673 | $614+498.0% | $10,705-65.7% | $521+605.2% |