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 | $105,690 | $77,813+35.8% | $123,544-14.5% | $64,186+64.7% |
| Participation rate | 79.3% | 74.7%+4.6pp | 82.3%-3.0pp | 69.6%+9.7pp |
| Annual return | -6.85% | 12.48%-19.3pp | 119.20%-126.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,212 | $5,240+37.6% | $6,426+12.2% | $3,470+107.9% |
| Admin fee / account holder | $6,480 | $5,519+17.4% | $9,284-30.2% | $4,888+32.6% |