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 | $166,869 | $76,000+119.6% | $154,107+8.3% | $64,186+160.0% |
| Participation rate | 86.5% | 70.4%+16.1pp | 83.0%+3.5pp | 69.6%+17.0pp |
| Annual return | -4.07% | 30.32%-34.4pp | 735.12%-739.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $8,367 | $3,351+149.7% | $5,298+57.9% | $2,381+251.4% |
| Participant deferral / active EE | $4,115 | $3,175+29.6% | $5,081-19.0% | $3,470+18.6% |
| Admin fee / account holder | $584 | $5,596-89.6% | $13,411-95.6% | $4,888-88.1% |