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 | $180,891 | $106,543+69.8% | $91,220+98.3% | $134,475+34.5% |
| Participation rate | 83.3% | 76.8%+6.5pp | 73.2%+10.1pp | 81.2%+2.1pp |
| Annual return | -17.88% | 160.60%-178.5pp | 114.01%-131.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $8,085 | $3,331+142.8% | $2,850+183.7% | $4,740+70.6% |
| Participant deferral / active EE | $6,855 | $4,719+45.3% | $4,234+61.9% | $6,400+7.1% |
| Admin fee / account holder | $2,631 | $6,231-57.8% | $5,420-51.4% | $11,426-77.0% |