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 | $142,930 | $76,000+88.1% | $154,107-7.3% | $64,186+122.7% |
| Participation rate | 97.3% | 70.4%+26.9pp | 83.0%+14.3pp | 69.6%+27.7pp |
| Annual return | -3.09% | 30.32%-33.4pp | 735.12%-738.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $6,416 | $3,351+91.5% | $5,298+21.1% | $2,381+169.5% |
| Participant deferral / active EE | $1,772 | $3,175-44.2% | $5,081-65.1% | $3,470-48.9% |
| Admin fee / account holder | $1,572 | $5,596-71.9% | $13,411-88.3% | $4,888-67.8% |