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 | $177,133 | $76,000+133.1% | $154,107+14.9% | $64,186+176.0% |
| Participation rate | 71.8% | 70.4%+1.4pp | 83.0%-11.2pp | 69.6%+2.2pp |
| Annual return | -6.17% | 30.32%-36.5pp | 735.12%-741.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $7,674 | $3,351+129.0% | $5,298+44.9% | $2,381+222.3% |
| Participant deferral / active EE | $2,403 | $3,175-24.3% | $5,081-52.7% | $3,470-30.7% |
| Admin fee / account holder | $2,768 | $5,596-50.5% | $13,411-79.4% | $4,888-43.4% |