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 | $144,301 | $92,703+55.7% | $82,719+74.4% | $134,475+7.3% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -15.16% | 944.92%-960.1pp | 701.18%-716.3pp | 417.96%-433.1pp |
| Employer contribution / active EE | $7,284 | $3,274+122.5% | $3,009+142.1% | $4,740+53.7% |
| Participant deferral / active EE | $1,345 | $4,802-72.0% | $4,395-69.4% | $6,400-79.0% |
| Admin fee / account holder | $17,593 | $5,983+194.1% | $5,329+230.1% | $11,426+54.0% |