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 | $126,244 | $76,000+66.1% | $154,107-18.1% | $64,186+96.7% |
| Participation rate | 98.2% | 70.4%+27.8pp | 83.0%+15.2pp | 69.6%+28.6pp |
| Annual return | -5.45% | 30.32%-35.8pp | 735.12%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $7,010 | $3,351+109.2% | $5,298+32.3% | $2,381+194.4% |
| Participant deferral / active EE | $6,928 | $3,175+118.2% | $5,081+36.4% | $3,470+99.7% |
| Admin fee / account holder | $61,613 | $5,596+1001.0% | $13,411+359.4% | $4,888+1160.5% |