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 | $79,763 | $76,000+5.0% | $154,107-48.2% | $64,186+24.3% |
| Participation rate | 86.5% | 70.4%+16.1pp | 83.0%+3.4pp | 69.6%+16.9pp |
| Annual return | -6.89% | 30.32%-37.2pp | 735.12%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $5,622 | $3,351+67.8% | $5,298+6.1% | $2,381+136.1% |
| Participant deferral / active EE | $3,302 | $3,175+4.0% | $5,081-35.0% | $3,470-4.8% |
| Admin fee / account holder | $4,744 | $5,596-15.2% | $13,411-64.6% | $4,888-3.0% |