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 | $104,597 | $92,703+12.8% | $82,719+26.4% | $134,475-22.2% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -16.51% | 944.92%-961.4pp | 701.18%-717.7pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,238 | $3,274-62.2% | $3,009-58.8% | $4,740-73.9% |
| Participant deferral / active EE | $1,914 | $4,802-60.2% | $4,395-56.5% | $6,400-70.1% |
| Admin fee / account holder | $9,534 | $5,983+59.4% | $5,329+78.9% | $11,426-16.6% |