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 | $55,000 | $76,000-27.6% | $154,107-64.3% | $64,186-14.3% |
| Participation rate | 92.0% | 70.4%+21.6pp | 83.0%+9.0pp | 69.6%+22.4pp |
| Annual return | -5.49% | 30.32%-35.8pp | 735.12%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $6,701 | $3,351+100.0% | $5,298+26.5% | $2,381+181.4% |
| Participant deferral / active EE | $3,659 | $3,175+15.2% | $5,081-28.0% | $3,470+5.5% |
| Admin fee / account holder | $3,237 | $5,596-42.2% | $13,411-75.9% | $4,888-33.8% |