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 | $119,322 | $76,000+57.0% | $154,107-22.6% | $64,186+85.9% |
| Participation rate | 96.8% | 70.4%+26.4pp | 83.0%+13.8pp | 69.6%+27.3pp |
| Annual return | -7.50% | 30.32%-37.8pp | 735.12%-742.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $3,615 | $3,351+7.9% | $5,298-31.8% | $2,381+51.8% |
| Participant deferral / active EE | $5,409 | $3,175+70.3% | $5,081+6.5% | $3,470+55.9% |
| Admin fee / account holder | $2,487 | $5,596-55.6% | $13,411-81.5% | $4,888-49.1% |