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 | $86,897 | $73,102+18.9% | $123,544-29.7% | $56,287+54.4% |
| Participation rate | 84.3% | 74.3%+10.0pp | 82.3%+2.0pp | 69.9%+14.5pp |
| Annual return | -5.21% | 3.01%-8.2pp | 119.20%-124.4pp | -9.96%+4.7pp |
| Employer contribution / active EE | $2,001 | $2,977-32.8% | $4,628-56.8% | $2,111-5.2% |
| Participant deferral / active EE | $5,743 | $5,423+5.9% | $6,426-10.6% | $3,350+71.4% |
| Admin fee / account holder | $8,277 | $554+1394.8% | $9,284-10.8% | $521+1488.8% |