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 | $185,899 | $90,600+105.2% | $79,464+133.9% | $135,375+37.3% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -5.87% | 977.43%-983.3pp | 718.14%-724.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,846 | $3,068-7.3% | $2,800+1.6% | $4,779-40.5% |
| Participant deferral / active EE | $4,393 | $4,050+8.5% | $3,704+18.6% | $5,609-21.7% |
| Admin fee / account holder | $55,537 | $5,907+840.2% | $5,113+986.2% | $10,827+412.9% |