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 | $113,804 | $76,000+49.7% | $154,107-26.2% | $64,186+77.3% |
| Participation rate | 86.7% | 70.4%+16.3pp | 83.0%+3.6pp | 69.6%+17.1pp |
| Annual return | -5.05% | 30.32%-35.4pp | 735.12%-740.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,558 | $3,351-23.7% | $5,298-51.7% | $2,381+7.4% |
| Participant deferral / active EE | $5,959 | $3,175+87.7% | $5,081+17.3% | $3,470+71.8% |
| Admin fee / account holder | $2,080 | $5,596-62.8% | $13,411-84.5% | $4,888-57.4% |