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 | $179,391 | $92,703+93.5% | $82,719+116.9% | $134,475+33.4% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -15.07% | 944.92%-960.0pp | 701.18%-716.2pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,248 | $3,274-61.9% | $3,009-58.5% | $4,740-73.7% |
| Participant deferral / active EE | $4,322 | $4,802-10.0% | $4,395-1.7% | $6,400-32.5% |
| Admin fee / account holder | $73,491 | $5,983+1128.4% | $5,329+1279.1% | $11,426+543.2% |