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 | $116,344 | $76,000+53.1% | $154,107-24.5% | $64,186+81.3% |
| Participation rate | 73.1% | 70.4%+2.7pp | 83.0%-10.0pp | 69.6%+3.5pp |
| Annual return | -4.83% | 30.32%-35.2pp | 735.12%-740.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,302 | $3,351-31.3% | $5,298-56.5% | $2,381-3.3% |
| Participant deferral / active EE | $4,647 | $3,175+46.4% | $5,081-8.5% | $3,470+33.9% |
| Admin fee / account holder | $3,345 | $5,596-40.2% | $13,411-75.1% | $4,888-31.6% |