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 | $93,654 | $54,350+72.3% | $82,719+13.2% | $68,494+36.7% |
| Participation rate | 98.8% | 63.9%+34.9pp | 72.6%+26.2pp | 67.9%+30.9pp |
| Annual return | -15.98% | -13.67%-2.3pp | 701.18%-717.2pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,028 | $2,218-8.6% | $3,009-32.6% | $2,596-21.9% |
| Participant deferral / active EE | $6,906 | $3,246+112.8% | $4,395+57.1% | $4,027+71.5% |
| Admin fee / account holder | $748 | $4,395-83.0% | $5,329-86.0% | $5,403-86.2% |