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 | $79,091 | $76,000+4.1% | $154,107-48.7% | $64,186+23.2% |
| Participation rate | 95.5% | 70.4%+25.1pp | 83.0%+12.5pp | 69.6%+26.0pp |
| Annual return | -3.59% | 30.32%-33.9pp | 735.12%-738.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $2,833 | $3,351-15.4% | $5,298-46.5% | $2,381+19.0% |
| Participant deferral / active EE | $6,810 | $3,175+114.5% | $5,081+34.0% | $3,470+96.3% |
| Admin fee / account holder | $10,395 | $5,596+85.7% | $13,411-22.5% | $4,888+112.7% |