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 | $120,177 | $67,331+78.5% | $60,874+97.4% | $134,475-10.6% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.1%+17.8pp | 81.2%+9.7pp |
| Annual return | -16.16% | 49.93%-66.1pp | 16.90%-33.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $5,452 | $3,096+76.1% | $2,701+101.8% | $4,740+15.0% |
| Participant deferral / active EE | $5,915 | $4,538+30.3% | $3,817+55.0% | $6,400-7.6% |
| Admin fee / account holder | $2,876 | $4,582-37.2% | $3,224-10.8% | $11,426-74.8% |