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 | $106,964 | $92,703+15.4% | $82,719+29.3% | $134,475-20.5% |
| Participation rate | 89.5% | 75.2%+14.3pp | 72.6%+16.9pp | 81.2%+8.3pp |
| Annual return | -17.24% | 944.92%-962.2pp | 701.18%-718.4pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,474 | $3,274-55.0% | $3,009-51.0% | $4,740-68.9% |
| Participant deferral / active EE | $2,885 | $4,802-39.9% | $4,395-34.4% | $6,400-54.9% |
| Admin fee / account holder | $9,732 | $5,983+62.7% | $5,329+82.6% | $11,426-14.8% |