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 | $171,951 | $76,000+126.3% | $154,107+11.6% | $64,186+167.9% |
| Participation rate | 97.4% | 70.4%+27.0pp | 83.0%+14.4pp | 69.6%+27.9pp |
| Annual return | -6.93% | 30.32%-37.2pp | 735.12%-742.0pp | 7.63%-14.6pp |
| Employer contribution / active EE | $781 | $3,351-76.7% | $5,298-85.2% | $2,381-67.2% |
| Participant deferral / active EE | $5,255 | $3,175+65.5% | $5,081+3.4% | $3,470+51.5% |
| Admin fee / account holder | $38,636 | $5,596+590.4% | $13,411+188.1% | $4,888+690.4% |