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 | $123,179 | $76,000+62.1% | $154,107-20.1% | $64,186+91.9% |
| Participation rate | 97.1% | 70.4%+26.6pp | 83.0%+14.0pp | 69.6%+27.5pp |
| Annual return | -5.80% | 30.32%-36.1pp | 735.12%-740.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $5,038 | $3,351+50.4% | $5,298-4.9% | $2,381+111.6% |
| Participant deferral / active EE | $5,205 | $3,175+63.9% | $5,081+2.4% | $3,470+50.0% |
| Admin fee / account holder | $21,127 | $5,596+277.5% | $13,411+57.5% | $4,888+332.2% |