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 | $111,695 | $76,000+47.0% | $154,107-27.5% | $64,186+74.0% |
| Participation rate | 97.6% | 70.4%+27.1pp | 83.0%+14.5pp | 69.6%+28.0pp |
| Annual return | -5.24% | 30.32%-35.6pp | 735.12%-740.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,729 | $3,351-48.4% | $5,298-67.4% | $2,381-27.4% |
| Participant deferral / active EE | $4,135 | $3,175+30.2% | $5,081-18.6% | $3,470+19.2% |
| Admin fee / account holder | $3,411 | $5,596-39.1% | $13,411-74.6% | $4,888-30.2% |