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 | $128,358 | $76,000+68.9% | $154,107-16.7% | $64,186+100.0% |
| Participation rate | 80.0% | 70.4%+9.6pp | 83.0%-3.0pp | 69.6%+10.4pp |
| Annual return | -5.45% | 30.32%-35.8pp | 735.12%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $21,371 | $3,351+537.8% | $5,298+303.4% | $2,381+797.6% |
| Participant deferral / active EE | $7,203 | $3,175+126.9% | $5,081+41.8% | $3,470+107.6% |
| Admin fee / account holder | $100,995 | $5,596+1704.7% | $13,411+653.1% | $4,888+1966.2% |