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 | $145,378 | $76,000+91.3% | $154,107-5.7% | $64,186+126.5% |
| Participation rate | 70.7% | 70.4%+0.3pp | 83.0%-12.4pp | 69.6%+1.1pp |
| Annual return | -5.05% | 30.32%-35.4pp | 735.12%-740.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,918 | $3,351-42.8% | $5,298-63.8% | $2,381-19.5% |
| Participant deferral / active EE | $4,326 | $3,175+36.3% | $5,081-14.8% | $3,470+24.7% |
| Admin fee / account holder | $1,143 | $5,596-79.6% | $13,411-91.5% | $4,888-76.6% |