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 | $112,511 | $76,000+48.0% | $154,107-27.0% | $64,186+75.3% |
| Participation rate | 98.0% | 70.4%+27.6pp | 83.0%+15.0pp | 69.6%+28.4pp |
| Annual return | -3.98% | 30.32%-34.3pp | 735.12%-739.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $4,165 | $3,351+24.3% | $5,298-21.4% | $2,381+74.9% |
| Participant deferral / active EE | $3,226 | $3,175+1.6% | $5,081-36.5% | $3,470-7.0% |
| Admin fee / account holder | $4,261 | $5,596-23.9% | $13,411-68.2% | $4,888-12.8% |