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 | $246,098 | $135,635+81.4% | $110,238+123.2% | $135,375+81.8% |
| Participation rate | 95.0% | 83.5%+11.5pp | 79.8%+15.2pp | 82.6%+12.4pp |
| Annual return | -6.41% | 513.19%-519.6pp | 314.74%-321.1pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,755 | $4,906-43.8% | $3,826-28.0% | $4,779-42.4% |
| Participant deferral / active EE | $11,081 | $5,506+101.2% | $4,672+137.2% | $5,609+97.6% |
| Admin fee / account holder | $832 | $11,457-92.7% | $8,547-90.3% | $10,827-92.3% |