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 | $74,141 | $45,566+62.7% | $64,105+15.7% | $59,632+24.3% |
| Participation rate | 82.2% | 60.2%+22.1pp | 68.2%+14.1pp | 68.7%+13.6pp |
| Annual return | -1.65% | 4.95%-6.6pp | 791.24%-792.9pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $1,058 | $934+13.3% | $1,820-41.9% | $2,203-52.0% |
| Participant deferral / active EE | $2,398 | $2,057+16.6% | $2,822-15.0% | $3,192-24.9% |
| Admin fee / account holder | $9,361 | $3,268+186.5% | $4,499+108.0% | $4,297+117.8% |