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 | $117,297 | $76,000+54.3% | $154,107-23.9% | $64,186+82.7% |
| Participation rate | 80.0% | 70.4%+9.6pp | 83.0%-3.0pp | 69.6%+10.4pp |
| Annual return | -7.45% | 30.32%-37.8pp | 735.12%-742.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,193 | $3,351-34.6% | $5,298-58.6% | $2,381-7.9% |
| Participant deferral / active EE | $3,957 | $3,175+24.6% | $5,081-22.1% | $3,470+14.0% |
| Admin fee / account holder | $1,096 | $5,596-80.4% | $13,411-91.8% | $4,888-77.6% |