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 | $86,281 | $76,000+13.5% | $154,107-44.0% | $64,186+34.4% |
| Participation rate | 85.5% | 70.4%+15.1pp | 83.0%+2.4pp | 69.6%+15.9pp |
| Annual return | -6.45% | 30.32%-36.8pp | 735.12%-741.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $5,682 | $3,351+69.6% | $5,298+7.3% | $2,381+138.7% |
| Participant deferral / active EE | $4,616 | $3,175+45.4% | $5,081-9.1% | $3,470+33.1% |
| Admin fee / account holder | $2,508 | $5,596-55.2% | $13,411-81.3% | $4,888-48.7% |