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 | $67,247 | $30,732+118.8% | $59,496+13.0% | $59,632+12.8% |
| Participation rate | 100.0% | 43.2%+56.8pp | 54.6%+45.4pp | 68.7%+31.3pp |
| Annual return | -1.34% | 4.47%-5.8pp | 182.05%-183.4pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $2,188 | $631+246.8% | $1,153+89.7% | $2,203-0.7% |
| Participant deferral / active EE | $1,672 | $1,183+41.4% | $1,829-8.6% | $3,192-47.6% |
| Admin fee / account holder | $4,273 | $2,136+100.0% | $2,232+91.4% | $4,297-0.6% |