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 | $58,405 | $43,723+33.6% | $121,196-51.8% | $64,186-9.0% |
| Participation rate | 89.5% | 58.3%+31.2pp | 71.7%+17.7pp | 69.6%+19.9pp |
| Annual return | -5.53% | 68.91%-74.4pp | 16.93%-22.5pp | 7.63%-13.2pp |
| Employer contribution / active EE | $5,039 | $1,296+288.7% | $4,022+25.3% | $2,381+111.6% |
| Participant deferral / active EE | $5,229 | $2,280+129.4% | $3,344+56.3% | $3,470+50.7% |
| Admin fee / account holder | $8,150 | $3,501+132.8% | $5,019+62.4% | $4,888+66.7% |