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 | $83,645 | $59,332+41.0% | $90,223-7.3% | $59,632+40.3% |
| Participation rate | 85.7% | 71.9%+13.8pp | 79.0%+6.7pp | 68.7%+17.0pp |
| Annual return | -1.79% | 3.25%-5.0pp | 1.31%-3.1pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $3,728 | $3,031+23.0% | $4,378-14.9% | $2,203+69.3% |
| Participant deferral / active EE | $6,026 | $4,369+37.9% | $5,792+4.0% | $3,192+88.8% |
| Admin fee / account holder | $16,040 | $5,032+218.7% | $7,406+116.6% | $4,297+273.3% |