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 | $172,286 | $76,000+126.7% | $154,107+11.8% | $64,186+168.4% |
| Participation rate | 86.3% | 70.4%+15.9pp | 83.0%+3.3pp | 69.6%+16.7pp |
| Annual return | -5.47% | 30.32%-35.8pp | 735.12%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $4,302 | $3,351+28.4% | $5,298-18.8% | $2,381+80.7% |
| Participant deferral / active EE | $6,902 | $3,175+117.4% | $5,081+35.9% | $3,470+98.9% |
| Admin fee / account holder | $25,962 | $5,596+363.9% | $13,411+93.6% | $4,888+431.1% |