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 | $134,065 | $76,000+76.4% | $154,107-13.0% | $64,186+108.9% |
| Participation rate | 94.4% | 70.4%+24.0pp | 83.0%+11.3pp | 69.6%+24.8pp |
| Annual return | -4.40% | 30.32%-34.7pp | 735.12%-739.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $4,250 | $3,351+26.8% | $5,298-19.8% | $2,381+78.5% |
| Participant deferral / active EE | $4,343 | $3,175+36.8% | $5,081-14.5% | $3,470+25.2% |
| Admin fee / account holder | $1,504 | $5,596-73.1% | $13,411-88.8% | $4,888-69.2% |