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 | $147,499 | $76,000+94.1% | $154,107-4.3% | $64,186+129.8% |
| Participation rate | 93.8% | 70.4%+23.3pp | 83.0%+10.7pp | 69.6%+24.2pp |
| Annual return | -6.37% | 30.32%-36.7pp | 735.12%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $3,720 | $3,351+11.0% | $5,298-29.8% | $2,381+56.2% |
| Participant deferral / active EE | $5,608 | $3,175+76.6% | $5,081+10.4% | $3,470+61.6% |
| Admin fee / account holder | $7,368 | $5,596+31.7% | $13,411-45.1% | $4,888+50.7% |