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 | $83,786 | $76,000+10.2% | $154,107-45.6% | $64,186+30.5% |
| Participation rate | 75.3% | 70.4%+4.9pp | 83.0%-7.7pp | 69.6%+5.8pp |
| Annual return | -5.38% | 30.32%-35.7pp | 735.12%-740.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $7,410 | $3,351+121.2% | $5,298+39.9% | $2,381+211.3% |
| Participant deferral / active EE | $4,645 | $3,175+46.3% | $5,081-8.6% | $3,470+33.9% |
| Admin fee / account holder | $2,588 | $5,596-53.8% | $13,411-80.7% | $4,888-47.1% |