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 | $142,867 | $76,000+88.0% | $154,107-7.3% | $64,186+122.6% |
| Participation rate | 83.3% | 70.4%+12.9pp | 83.0%+0.3pp | 69.6%+13.8pp |
| Annual return | -5.65% | 30.32%-36.0pp | 735.12%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $6,001 | $3,351+79.1% | $5,298+13.3% | $2,381+152.1% |
| Participant deferral / active EE | $4,372 | $3,175+37.7% | $5,081-13.9% | $3,470+26.0% |
| Admin fee / account holder | $24,656 | $5,596+340.6% | $13,411+83.9% | $4,888+404.4% |