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 | $137,691 | $76,000+81.2% | $154,107-10.7% | $64,186+114.5% |
| Participation rate | 91.2% | 70.4%+20.8pp | 83.0%+8.1pp | 69.6%+21.6pp |
| Annual return | -5.82% | 30.32%-36.1pp | 735.12%-740.9pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,119 | $3,351-6.9% | $5,298-41.1% | $2,381+31.0% |
| Participant deferral / active EE | $6,570 | $3,175+106.9% | $5,081+29.3% | $3,470+89.4% |
| Admin fee / account holder | $2,082 | $5,596-62.8% | $13,411-84.5% | $4,888-57.4% |