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 | $90,781 | $76,000+19.4% | $154,107-41.1% | $64,186+41.4% |
| Participation rate | 80.8% | 70.4%+10.4pp | 83.0%-2.3pp | 69.6%+11.2pp |
| Annual return | -6.65% | 30.32%-37.0pp | 735.12%-741.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $6,086 | $3,351+81.6% | $5,298+14.9% | $2,381+155.6% |
| Participant deferral / active EE | $5,417 | $3,175+70.6% | $5,081+6.6% | $3,470+56.1% |
| Admin fee / account holder | $306 | $5,596-94.5% | $13,411-97.7% | $4,888-93.7% |