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 | $127,951 | $76,000+68.4% | $154,107-17.0% | $64,186+99.3% |
| Participation rate | 94.8% | 70.4%+24.4pp | 83.0%+11.8pp | 69.6%+25.3pp |
| Annual return | -5.22% | 30.32%-35.5pp | 735.12%-740.3pp | 7.63%-12.9pp |
| Employer contribution / active EE | $5,031 | $3,351+50.1% | $5,298-5.0% | $2,381+111.3% |
| Participant deferral / active EE | $3,879 | $3,175+22.2% | $5,081-23.6% | $3,470+11.8% |
| Admin fee / account holder | $12,934 | $5,596+131.1% | $13,411-3.6% | $4,888+164.6% |