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 | $133,612 | $76,000+75.8% | $154,107-13.3% | $64,186+108.2% |
| Participation rate | 91.1% | 70.4%+20.7pp | 83.0%+8.0pp | 69.6%+21.5pp |
| Annual return | -4.66% | 30.32%-35.0pp | 735.12%-739.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,688 | $3,351-49.6% | $5,298-68.1% | $2,381-29.1% |
| Participant deferral / active EE | $6,451 | $3,175+103.2% | $5,081+27.0% | $3,470+85.9% |
| Admin fee / account holder | $18,503 | $5,596+230.6% | $13,411+38.0% | $4,888+278.5% |