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 | $89,269 | $76,000+17.5% | $154,107-42.1% | $64,186+39.1% |
| Participation rate | 95.5% | 70.4%+25.0pp | 83.0%+12.4pp | 69.6%+25.9pp |
| Annual return | -6.35% | 30.32%-36.7pp | 735.12%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $9,799 | $3,351+192.4% | $5,298+85.0% | $2,381+311.6% |
| Participant deferral / active EE | $4,468 | $3,175+40.7% | $5,081-12.1% | $3,470+28.8% |
| Admin fee / account holder | $2,045 | $5,596-63.5% | $13,411-84.8% | $4,888-58.2% |