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 | $156,422 | $152,509+2.6% | $117,472+33.2% | $134,475+16.3% |
| Participation rate | 88.9% | 77.1%+11.8pp | 70.6%+18.3pp | 81.2%+7.7pp |
| Annual return | -19.15% | 52.99%-72.1pp | 29.74%-48.9pp | 417.96%-437.1pp |
| Employer contribution / active EE | $3,427 | $5,571-38.5% | $4,176-17.9% | $4,740-27.7% |
| Participant deferral / active EE | $6,581 | $4,818+36.6% | $4,070+61.7% | $6,400+2.8% |
| Admin fee / account holder | $16,969 | $7,004+142.3% | $5,645+200.6% | $11,426+48.5% |