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 | $188,810 | $106,543+77.2% | $91,220+107.0% | $134,475+40.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -15.59% | 160.60%-176.2pp | 114.01%-129.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,969 | $3,331-40.9% | $2,850-30.9% | $4,740-58.5% |
| Participant deferral / active EE | $8,185 | $4,719+73.5% | $4,234+93.3% | $6,400+27.9% |
| Admin fee / account holder | $10,142 | $6,231+62.8% | $5,420+87.1% | $11,426-11.2% |