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 | $104,654 | $76,000+37.7% | $154,107-32.1% | $64,186+63.0% |
| Participation rate | 89.7% | 70.4%+19.2pp | 83.0%+6.6pp | 69.6%+20.1pp |
| Annual return | -5.86% | 30.32%-36.2pp | 735.12%-741.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,602 | $3,351-22.4% | $5,298-50.9% | $2,381+9.3% |
| Participant deferral / active EE | $5,881 | $3,175+85.2% | $5,081+15.7% | $3,470+69.5% |
| Admin fee / account holder | $11,145 | $5,596+99.2% | $13,411-16.9% | $4,888+128.0% |