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 | $141,510 | $76,000+86.2% | $154,107-8.2% | $64,186+120.5% |
| Participation rate | 73.1% | 70.4%+2.7pp | 83.0%-10.0pp | 69.6%+3.5pp |
| Annual return | -5.88% | 30.32%-36.2pp | 735.12%-741.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $14,070 | $3,351+319.9% | $5,298+165.6% | $2,381+491.0% |
| Participant deferral / active EE | $5,803 | $3,175+82.8% | $5,081+14.2% | $3,470+67.3% |
| Admin fee / account holder | $41,015 | $5,596+632.9% | $13,411+205.8% | $4,888+739.1% |