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 | $144,897 | $76,000+90.7% | $154,107-6.0% | $64,186+125.7% |
| Participation rate | 75.5% | 70.4%+5.1pp | 83.0%-7.5pp | 69.6%+5.9pp |
| Annual return | -5.18% | 30.32%-35.5pp | 735.12%-740.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $5,041 | $3,351+50.4% | $5,298-4.8% | $2,381+111.7% |
| Participant deferral / active EE | $5,867 | $3,175+84.8% | $5,081+15.5% | $3,470+69.1% |
| Admin fee / account holder | $11,433 | $5,596+104.3% | $13,411-14.8% | $4,888+133.9% |