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 | $153,448 | $76,000+101.9% | $154,107-0.4% | $64,186+139.1% |
| Participation rate | 92.6% | 70.4%+22.2pp | 83.0%+9.6pp | 69.6%+23.1pp |
| Annual return | -5.87% | 30.32%-36.2pp | 735.12%-741.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $7,146 | $3,351+113.3% | $5,298+34.9% | $2,381+200.2% |
| Participant deferral / active EE | $5,884 | $3,175+85.3% | $5,081+15.8% | $3,470+69.6% |
| Admin fee / account holder | $4,109 | $5,596-26.6% | $13,411-69.4% | $4,888-15.9% |