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 | $105,814 | $76,000+39.2% | $154,107-31.3% | $64,186+64.9% |
| Participation rate | 98.3% | 70.4%+27.9pp | 83.0%+15.2pp | 69.6%+28.7pp |
| Annual return | -7.24% | 30.32%-37.6pp | 735.12%-742.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,787 | $3,351-46.7% | $5,298-66.3% | $2,381-25.0% |
| Participant deferral / active EE | $2,941 | $3,175-7.4% | $5,081-42.1% | $3,470-15.2% |
| Admin fee / account holder | $3,564 | $5,596-36.3% | $13,411-73.4% | $4,888-27.1% |