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 | $136,893 | $92,703+47.7% | $82,719+65.5% | $134,475+1.8% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -12.79% | 944.92%-957.7pp | 701.18%-714.0pp | 417.96%-430.8pp |
| Employer contribution / active EE | $2,238 | $3,274-31.6% | $3,009-25.6% | $4,740-52.8% |
| Participant deferral / active EE | $4,898 | $4,802+2.0% | $4,395+11.4% | $6,400-23.5% |
| Admin fee / account holder | $2,258 | $5,983-62.3% | $5,329-57.6% | $11,426-80.2% |