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 | $75,720 | $76,000-0.4% | $154,107-50.9% | $64,186+18.0% |
| Participation rate | 88.1% | 70.4%+17.7pp | 83.0%+5.1pp | 69.6%+18.5pp |
| Annual return | -6.76% | 30.32%-37.1pp | 735.12%-741.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $5,520 | $3,351+64.7% | $5,298+4.2% | $2,381+131.9% |
| Participant deferral / active EE | $4,245 | $3,175+33.7% | $5,081-16.4% | $3,470+22.3% |
| Admin fee / account holder | $1,745 | $5,596-68.8% | $13,411-87.0% | $4,888-64.3% |