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 | $49,633 | $43,723+13.5% | $121,196-59.0% | $64,186-22.7% |
| Participation rate | 94.4% | 58.3%+36.1pp | 71.7%+22.7pp | 69.6%+24.9pp |
| Annual return | -3.35% | 68.91%-72.3pp | 16.93%-20.3pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,314 | $1,296+1.3% | $4,022-67.3% | $2,381-44.8% |
| Participant deferral / active EE | $4,570 | $2,280+100.4% | $3,344+36.6% | $3,470+31.7% |
| Admin fee / account holder | $10,852 | $3,501+210.0% | $5,019+116.2% | $4,888+122.0% |