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 | $123,138 | $76,000+62.0% | $154,107-20.1% | $64,186+91.8% |
| Participation rate | 97.8% | 70.4%+27.4pp | 83.0%+14.8pp | 69.6%+28.3pp |
| Annual return | -1.39% | 30.32%-31.7pp | 735.12%-736.5pp | 7.63%-9.0pp |
| Employer contribution / active EE | $7,934 | $3,351+136.8% | $5,298+49.8% | $2,381+233.2% |
| Participant deferral / active EE | $3,132 | $3,175-1.4% | $5,081-38.4% | $3,470-9.7% |
| Admin fee / account holder | $2,323 | $5,596-58.5% | $13,411-82.7% | $4,888-52.5% |