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 | $122,796 | $76,000+61.6% | $154,107-20.3% | $64,186+91.3% |
| Participation rate | 82.4% | 70.4%+11.9pp | 83.0%-0.7pp | 69.6%+12.8pp |
| Annual return | -4.71% | 30.32%-35.0pp | 735.12%-739.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $4,630 | $3,351+38.2% | $5,298-12.6% | $2,381+94.5% |
| Participant deferral / active EE | $6,937 | $3,175+118.5% | $5,081+36.5% | $3,470+99.9% |
| Admin fee / account holder | $9,562 | $5,596+70.9% | $13,411-28.7% | $4,888+95.6% |