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 | $150,675 | $76,000+98.3% | $154,107-2.2% | $64,186+134.7% |
| Participation rate | 83.0% | 70.4%+12.6pp | 83.0%-0.1pp | 69.6%+13.4pp |
| Annual return | -5.01% | 30.32%-35.3pp | 735.12%-740.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,794 | $3,351-16.6% | $5,298-47.3% | $2,381+17.4% |
| Participant deferral / active EE | $6,487 | $3,175+104.3% | $5,081+27.7% | $3,470+87.0% |
| Admin fee / account holder | $50,625 | $5,596+804.6% | $13,411+277.5% | $4,888+935.7% |