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 | $168,833 | $92,703+82.1% | $82,719+104.1% | $134,475+25.5% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -16.92% | 944.92%-961.8pp | 701.18%-718.1pp | 417.96%-434.9pp |
| Employer contribution / active EE | $3,190 | $3,274-2.5% | $3,009+6.0% | $4,740-32.7% |
| Participant deferral / active EE | $10,525 | $4,802+119.2% | $4,395+139.5% | $6,400+64.5% |
| Admin fee / account holder | $2,061 | $5,983-65.5% | $5,329-61.3% | $11,426-82.0% |