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 | $133,142 | $76,000+75.2% | $154,107-13.6% | $64,186+107.4% |
| Participation rate | 96.6% | 70.4%+26.2pp | 83.0%+13.6pp | 69.6%+27.1pp |
| Annual return | -5.50% | 30.32%-35.8pp | 735.12%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $8,989 | $3,351+168.3% | $5,298+69.7% | $2,381+277.5% |
| Participant deferral / active EE | $5,747 | $3,175+81.0% | $5,081+13.1% | $3,470+65.7% |
| Admin fee / account holder | $1,471 | $5,596-73.7% | $13,411-89.0% | $4,888-69.9% |