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 | $68,099 | $49,177+38.5% | $79,464-14.3% | $64,186+6.1% |
| Participation rate | 92.3% | 65.0%+27.3pp | 73.3%+19.0pp | 69.6%+22.7pp |
| Annual return | -4.22% | -1.16%-3.1pp | 718.14%-722.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $7,340 | $2,076+253.5% | $2,800+162.1% | $2,381+208.3% |
| Participant deferral / active EE | $3,568 | $2,821+26.5% | $3,704-3.7% | $3,470+2.8% |
| Admin fee / account holder | $14,814 | $3,839+285.9% | $5,113+189.7% | $4,888+203.1% |