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 | $119,730 | $76,000+57.5% | $154,107-22.3% | $64,186+86.5% |
| Participation rate | 85.4% | 70.4%+15.0pp | 83.0%+2.3pp | 69.6%+15.8pp |
| Annual return | -4.53% | 30.32%-34.8pp | 735.12%-739.6pp | 7.63%-12.2pp |
| Employer contribution / active EE | $2,272 | $3,351-32.2% | $5,298-57.1% | $2,381-4.6% |
| Participant deferral / active EE | $4,128 | $3,175+30.0% | $5,081-18.7% | $3,470+19.0% |
| Admin fee / account holder | $2,433 | $5,596-56.5% | $13,411-81.9% | $4,888-50.2% |