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 | $186,295 | $76,000+145.1% | $154,107+20.9% | $64,186+190.2% |
| Participation rate | 95.8% | 70.4%+25.4pp | 83.0%+12.7pp | 69.6%+26.2pp |
| Annual return | -5.34% | 30.32%-35.7pp | 735.12%-740.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $4,788 | $3,351+42.9% | $5,298-9.6% | $2,381+101.1% |
| Participant deferral / active EE | $8,488 | $3,175+167.3% | $5,081+67.1% | $3,470+144.6% |
| Admin fee / account holder | $2,975 | $5,596-46.8% | $13,411-77.8% | $4,888-39.1% |