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 | $138,798 | $52,519+164.3% | $155,790-10.9% | $59,632+132.8% |
| Participation rate | 94.3% | 61.7%+32.6pp | 76.1%+18.2pp | 68.7%+25.6pp |
| Annual return | 0.53% | 53.51%-53.0pp | 71.54%-71.0pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $7,502 | $1,589+372.1% | $3,836+95.6% | $2,203+240.6% |
| Participant deferral / active EE | $6,336 | $3,084+105.4% | $4,797+32.1% | $3,192+98.5% |
| Admin fee / account holder | $4,837 | $3,540+36.6% | $7,478-35.3% | $4,297+12.6% |