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 | $157,744 | $76,000+107.6% | $154,107+2.4% | $64,186+145.8% |
| Participation rate | 96.3% | 70.4%+25.9pp | 83.0%+13.3pp | 69.6%+26.7pp |
| Annual return | -6.11% | 30.32%-36.4pp | 735.12%-741.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $4,163 | $3,351+24.2% | $5,298-21.4% | $2,381+74.9% |
| Participant deferral / active EE | $5,651 | $3,175+78.0% | $5,081+11.2% | $3,470+62.9% |
| Admin fee / account holder | $2,564 | $5,596-54.2% | $13,411-80.9% | $4,888-47.5% |