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 | $78,651 | $54,350+44.7% | $82,719-4.9% | $68,494+14.8% |
| Participation rate | 98.6% | 63.9%+34.6pp | 72.6%+26.0pp | 67.9%+30.7pp |
| Annual return | -17.44% | -13.67%-3.8pp | 701.18%-718.6pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,592 | $2,218+16.8% | $3,009-13.9% | $2,596-0.2% |
| Participant deferral / active EE | $8,255 | $3,246+154.3% | $4,395+87.8% | $4,027+105.0% |
| Admin fee / account holder | $4,515 | $4,395+2.7% | $5,329-15.3% | $5,403-16.4% |