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 | $116,939 | $84,402+38.5% | $61,373+90.5% | $134,475-13.0% |
| Participation rate | 92.3% | 62.2%+30.1pp | 52.6%+39.7pp | 81.2%+11.1pp |
| Annual return | -15.16% | 584.55%-599.7pp | 338.61%-353.8pp | 417.96%-433.1pp |
| Employer contribution / active EE | $2,343 | $1,544+51.7% | $1,159+102.1% | $4,740-50.6% |
| Participant deferral / active EE | $8,726 | $2,819+209.6% | $2,125+310.7% | $6,400+36.4% |
| Admin fee / account holder | $1,457 | $2,585-43.6% | $2,130-31.6% | $11,426-87.2% |