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 | $96,656 | $76,000+27.2% | $154,107-37.3% | $64,186+50.6% |
| Participation rate | 91.4% | 70.4%+21.0pp | 83.0%+8.4pp | 69.6%+21.9pp |
| Annual return | -4.82% | 30.32%-35.1pp | 735.12%-739.9pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,378 | $3,351-29.0% | $5,298-55.1% | $2,381-0.1% |
| Participant deferral / active EE | $6,390 | $3,175+101.3% | $5,081+25.8% | $3,470+84.2% |
| Admin fee / account holder | $22,133 | $5,596+295.5% | $13,411+65.0% | $4,888+352.8% |