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 | $129,742 | $92,703+40.0% | $82,719+56.8% | $134,475-3.5% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -17.52% | 944.92%-962.4pp | 701.18%-718.7pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,764 | $3,274-46.1% | $3,009-41.4% | $4,740-62.8% |
| Participant deferral / active EE | $4,113 | $4,802-14.3% | $4,395-6.4% | $6,400-35.7% |
| Admin fee / account holder | $10,961 | $5,983+83.2% | $5,329+105.7% | $11,426-4.1% |