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 | $116,784 | $76,000+53.7% | $154,107-24.2% | $64,186+81.9% |
| Participation rate | 89.6% | 70.4%+19.2pp | 83.0%+6.5pp | 69.6%+20.0pp |
| Annual return | -5.70% | 30.32%-36.0pp | 735.12%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $3,816 | $3,351+13.9% | $5,298-28.0% | $2,381+60.3% |
| Participant deferral / active EE | $1,515 | $3,175-52.3% | $5,081-70.2% | $3,470-56.3% |
| Admin fee / account holder | $1,895 | $5,596-66.1% | $13,411-85.9% | $4,888-61.2% |