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 | $99,067 | $84,402+17.4% | $61,373+61.4% | $134,475-26.3% |
| Participation rate | 75.0% | 62.2%+12.8pp | 52.6%+22.4pp | 81.2%-6.2pp |
| Annual return | -21.68% | 584.55%-606.2pp | 338.61%-360.3pp | 417.96%-439.6pp |
| Employer contribution / active EE | $2,869 | $1,544+85.7% | $1,159+147.4% | $4,740-39.5% |
| Participant deferral / active EE | $5,685 | $2,819+101.7% | $2,125+167.5% | $6,400-11.2% |
| Admin fee / account holder | $922 | $2,585-64.3% | $2,130-56.7% | $11,426-91.9% |