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 9-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 | $111,433 | $76,000+46.6% | $154,107-27.7% | $64,186+73.6% |
| Participation rate | 89.2% | 70.4%+18.8pp | 83.0%+6.2pp | 69.6%+19.7pp |
| Annual return | -4.13% | 30.32%-34.4pp | 735.12%-739.2pp | 7.63%-11.8pp |
| Employer contribution / active EE | $7,616 | $3,351+127.3% | $5,298+43.8% | $2,381+219.9% |
| Participant deferral / active EE | $4,028 | $3,175+26.9% | $5,081-20.7% | $3,470+16.1% |
| Admin fee / account holder | $2,110 | $5,596-62.3% | $13,411-84.3% | $4,888-56.8% |