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 | $124,849 | $106,543+17.2% | $91,220+36.9% | $134,475-7.2% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.2%+14.3pp | 81.2%+6.3pp |
| Annual return | -14.54% | 160.60%-175.1pp | 114.01%-128.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,945 | $3,331-11.6% | $2,850+3.3% | $4,740-37.9% |
| Participant deferral / active EE | $7,366 | $4,719+56.1% | $4,234+74.0% | $6,400+15.1% |
| Admin fee / account holder | $2,206 | $6,231-64.6% | $5,420-59.3% | $11,426-80.7% |