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 | $146,664 | $95,971+52.8% | $74,550+96.7% | $135,375+8.3% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -4.96% | 56.96%-61.9pp | 32.53%-37.5pp | 519.73%-524.7pp |
| Employer contribution / active EE | $815 | $2,716-70.0% | $1,961-58.4% | $4,779-82.9% |
| Participant deferral / active EE | $4,272 | $3,843+11.2% | $3,108+37.5% | $5,609-23.8% |
| Admin fee / account holder | $803 | $6,522-87.7% | $5,060-84.1% | $10,827-92.6% |