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 | $153,904 | $76,000+102.5% | $154,107-0.1% | $64,186+139.8% |
| Participation rate | 92.3% | 70.4%+21.9pp | 83.0%+9.3pp | 69.6%+22.7pp |
| Annual return | -4.60% | 30.32%-34.9pp | 735.12%-739.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $2,340 | $3,351-30.2% | $5,298-55.8% | $2,381-1.7% |
| Participant deferral / active EE | $3,698 | $3,175+16.5% | $5,081-27.2% | $3,470+6.6% |
| Admin fee / account holder | $1,693 | $5,596-69.7% | $13,411-87.4% | $4,888-65.4% |