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 | $85,002 | $75,828+12.1% | $147,614-42.4% | $59,632+42.5% |
| Participation rate | 97.9% | 71.6%+26.4pp | 84.6%+13.3pp | 68.7%+29.2pp |
| Annual return | -1.66% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $6,102 | $3,485+75.1% | $5,564+9.7% | $2,203+177.1% |
| Participant deferral / active EE | $5,427 | $3,130+73.4% | $4,895+10.9% | $3,192+70.0% |
| Admin fee / account holder | $7,903 | $5,985+32.0% | $11,611-31.9% | $4,297+83.9% |