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 | $166,289 | $95,971+73.3% | $74,550+123.1% | $135,375+22.8% |
| Participation rate | 81.8% | 75.7%+6.2pp | 69.1%+12.7pp | 82.6%-0.8pp |
| Annual return | -4.06% | 56.96%-61.0pp | 32.53%-36.6pp | 519.73%-523.8pp |
| Employer contribution / active EE | $3,527 | $2,716+29.9% | $1,961+79.9% | $4,779-26.2% |
| Participant deferral / active EE | $9,196 | $3,843+139.3% | $3,108+195.9% | $5,609+64.0% |
| Admin fee / account holder | $9,901 | $6,522+51.8% | $5,060+95.7% | $10,827-8.6% |