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 | $118,643 | $76,000+56.1% | $154,107-23.0% | $64,186+84.8% |
| Participation rate | 97.6% | 70.4%+27.2pp | 83.0%+14.6pp | 69.6%+28.1pp |
| Annual return | -5.68% | 30.32%-36.0pp | 735.12%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $4,739 | $3,351+41.4% | $5,298-10.5% | $2,381+99.1% |
| Participant deferral / active EE | $6,163 | $3,175+94.1% | $5,081+21.3% | $3,470+77.6% |
| Admin fee / account holder | $1,628 | $5,596-70.9% | $13,411-87.9% | $4,888-66.7% |