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 | $175,713 | $152,509+15.2% | $117,472+49.6% | $134,475+30.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.14% | 52.99%-71.1pp | 29.74%-47.9pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,961 | $5,571-64.8% | $4,176-53.0% | $4,740-58.6% |
| Participant deferral / active EE | $7,014 | $4,818+45.6% | $4,070+72.3% | $6,400+9.6% |
| Admin fee / account holder | $19,293 | $7,004+175.5% | $5,645+241.8% | $11,426+68.8% |