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 | $110,736 | $76,000+45.7% | $154,107-28.1% | $64,186+72.5% |
| Participation rate | 73.5% | 70.4%+3.1pp | 83.0%-9.5pp | 69.6%+4.0pp |
| Annual return | -6.50% | 30.32%-36.8pp | 735.12%-741.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $8,681 | $3,351+159.1% | $5,298+63.9% | $2,381+264.6% |
| Participant deferral / active EE | $3,841 | $3,175+21.0% | $5,081-24.4% | $3,470+10.7% |
| Admin fee / account holder | $10,614 | $5,596+89.7% | $13,411-20.9% | $4,888+117.1% |