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 | $86,877 | $76,000+14.3% | $154,107-43.6% | $64,186+35.4% |
| Participation rate | 86.2% | 70.4%+15.8pp | 83.0%+3.2pp | 69.6%+16.6pp |
| Annual return | -5.88% | 30.32%-36.2pp | 735.12%-741.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,645 | $3,351+8.8% | $5,298-31.2% | $2,381+53.1% |
| Participant deferral / active EE | $4,453 | $3,175+40.2% | $5,081-12.4% | $3,470+28.3% |
| Admin fee / account holder | $13,497 | $5,596+141.2% | $13,411+0.6% | $4,888+176.1% |