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 | $119,030 | $76,000+56.6% | $154,107-22.8% | $64,186+85.4% |
| Participation rate | 98.0% | 70.4%+27.5pp | 83.0%+14.9pp | 69.6%+28.4pp |
| Annual return | -5.21% | 30.32%-35.5pp | 735.12%-740.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $7,883 | $3,351+135.3% | $5,298+48.8% | $2,381+231.1% |
| Participant deferral / active EE | $5,139 | $3,175+61.8% | $5,081+1.1% | $3,470+48.1% |
| Admin fee / account holder | $1,943 | $5,596-65.3% | $13,411-85.5% | $4,888-60.3% |