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 | $163,390 | $106,543+53.4% | $91,220+79.1% | $134,475+21.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.56% | 160.60%-178.2pp | 114.01%-131.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $3,576 | $3,331+7.4% | $2,850+25.5% | $4,740-24.6% |
| Participant deferral / active EE | $11,503 | $4,719+143.8% | $4,234+171.7% | $6,400+79.7% |
| Admin fee / account holder | $960 | $6,231-84.6% | $5,420-82.3% | $11,426-91.6% |