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 | $139,940 | $76,000+84.1% | $154,107-9.2% | $64,186+118.0% |
| Participation rate | 86.0% | 70.4%+15.6pp | 83.0%+3.0pp | 69.6%+16.5pp |
| Annual return | -5.17% | 30.32%-35.5pp | 735.12%-740.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $7,632 | $3,351+127.8% | $5,298+44.1% | $2,381+220.6% |
| Participant deferral / active EE | $6,108 | $3,175+92.4% | $5,081+20.2% | $3,470+76.1% |
| Admin fee / account holder | $2,602 | $5,596-53.5% | $13,411-80.6% | $4,888-46.8% |