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 | $75,206 | $76,000-1.0% | $154,107-51.2% | $64,186+17.2% |
| Participation rate | 98.1% | 70.4%+27.7pp | 83.0%+15.1pp | 69.6%+28.6pp |
| Annual return | -5.68% | 30.32%-36.0pp | 735.12%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $6,950 | $3,351+107.4% | $5,298+31.2% | $2,381+191.9% |
| Participant deferral / active EE | $6,704 | $3,175+111.1% | $5,081+32.0% | $3,470+93.2% |
| Admin fee / account holder | $9,324 | $5,596+66.6% | $13,411-30.5% | $4,888+90.8% |