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 | $241,930 | $95,971+152.1% | $74,550+224.5% | $135,375+78.7% |
| Participation rate | 90.9% | 75.7%+15.3pp | 69.1%+21.8pp | 82.6%+8.3pp |
| Annual return | -5.07% | 56.96%-62.0pp | 32.53%-37.6pp | 519.73%-524.8pp |
| Employer contribution / active EE | $2,174 | $2,716-20.0% | $1,961+10.9% | $4,779-54.5% |
| Participant deferral / active EE | $7,359 | $3,843+91.5% | $3,108+136.8% | $5,609+31.2% |
| Admin fee / account holder | $3,114 | $6,522-52.2% | $5,060-38.5% | $10,827-71.2% |