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 | $126,983 | $76,000+67.1% | $154,107-17.6% | $64,186+97.8% |
| Participation rate | 71.9% | 70.4%+1.5pp | 83.0%-11.2pp | 69.6%+2.3pp |
| Annual return | -6.83% | 30.32%-37.2pp | 735.12%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $3,652 | $3,351+9.0% | $5,298-31.1% | $2,381+53.4% |
| Participant deferral / active EE | $6,548 | $3,175+106.2% | $5,081+28.9% | $3,470+88.7% |
| Admin fee / account holder | $868 | $5,596-84.5% | $13,411-93.5% | $4,888-82.3% |