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 | $113,565 | $76,000+49.4% | $154,107-26.3% | $64,186+76.9% |
| Participation rate | 81.2% | 70.4%+10.7pp | 83.0%-1.9pp | 69.6%+11.6pp |
| Annual return | -5.99% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,510 | $3,351-25.1% | $5,298-52.6% | $2,381+5.4% |
| Participant deferral / active EE | $5,005 | $3,175+57.6% | $5,081-1.5% | $3,470+44.3% |
| Admin fee / account holder | $2,461 | $5,596-56.0% | $13,411-81.7% | $4,888-49.7% |