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 | $139,142 | $76,000+83.1% | $154,107-9.7% | $64,186+116.8% |
| Participation rate | 98.8% | 70.4%+28.3pp | 83.0%+15.7pp | 69.6%+29.2pp |
| Annual return | -3.04% | 30.32%-33.4pp | 735.12%-738.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $4,638 | $3,351+38.4% | $5,298-12.5% | $2,381+94.8% |
| Participant deferral / active EE | $4,678 | $3,175+47.3% | $5,081-7.9% | $3,470+34.8% |
| Admin fee / account holder | $6,451 | $5,596+15.3% | $13,411-51.9% | $4,888+32.0% |