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 | $143,756 | $76,000+89.2% | $154,107-6.7% | $64,186+124.0% |
| Participation rate | 98.0% | 70.4%+27.6pp | 83.0%+15.0pp | 69.6%+28.4pp |
| Annual return | -5.06% | 30.32%-35.4pp | 735.12%-740.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $6,574 | $3,351+96.2% | $5,298+24.1% | $2,381+176.1% |
| Participant deferral / active EE | $5,755 | $3,175+81.2% | $5,081+13.3% | $3,470+65.9% |
| Admin fee / account holder | $634 | $5,596-88.7% | $13,411-95.3% | $4,888-87.0% |