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 | $94,027 | $90,320+4.1% | $59,496+58.0% | $125,391-25.0% |
| Participation rate | 78.6% | 68.3%+10.3pp | 54.6%+24.0pp | 83.2%-4.6pp |
| Annual return | -0.35% | 369.13%-369.5pp | 182.05%-182.4pp | 282.22%-282.6pp |
| Employer contribution / active EE | $2,868 | $1,792+60.1% | $1,153+148.7% | $4,866-41.1% |
| Participant deferral / active EE | $6,746 | $2,716+148.4% | $1,829+268.8% | $5,352+26.1% |
| Admin fee / account holder | $3,617 | $3,063+18.1% | $2,232+62.0% | $9,540-62.1% |