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 | $125,747 | $76,000+65.5% | $154,107-18.4% | $64,186+95.9% |
| Participation rate | 96.8% | 70.4%+26.4pp | 83.0%+13.7pp | 69.6%+27.2pp |
| Annual return | -3.41% | 30.32%-33.7pp | 735.12%-738.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $10,683 | $3,351+218.8% | $5,298+101.7% | $2,381+348.7% |
| Participant deferral / active EE | $5,631 | $3,175+77.3% | $5,081+10.8% | $3,470+62.3% |
| Admin fee / account holder | $1,069 | $5,596-80.9% | $13,411-92.0% | $4,888-78.1% |