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 | $109,449 | $76,000+44.0% | $154,107-29.0% | $64,186+70.5% |
| Participation rate | 98.3% | 70.4%+27.9pp | 83.0%+15.3pp | 69.6%+28.8pp |
| Annual return | -5.50% | 30.32%-35.8pp | 735.12%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $8,164 | $3,351+143.6% | $5,298+54.1% | $2,381+242.9% |
| Participant deferral / active EE | $2,425 | $3,175-23.6% | $5,081-52.3% | $3,470-30.1% |
| Admin fee / account holder | $1,400 | $5,596-75.0% | $13,411-89.6% | $4,888-71.4% |