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 | $108,855 | $95,971+13.4% | $74,550+46.0% | $135,375-19.6% |
| Participation rate | 92.9% | 75.7%+17.2pp | 69.1%+23.7pp | 82.6%+10.2pp |
| Annual return | -4.96% | 56.96%-61.9pp | 32.53%-37.5pp | 519.73%-524.7pp |
| Employer contribution / active EE | $8,571 | $2,716+215.6% | $1,961+337.1% | $4,779+79.4% |
| Participant deferral / active EE | $0 | $3,843-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,681 | $6,522+2.4% | $5,060+32.0% | $10,827-38.3% |