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 9-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 | $219,146 | $129,942+68.6% | $104,294+110.1% | $134,475+63.0% |
| Participation rate | 87.5% | 79.5%+8.0pp | 73.3%+14.2pp | 81.2%+6.3pp |
| Annual return | -15.28% | 42.03%-57.3pp | 24.61%-39.9pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,200 | $4,184-71.3% | $3,372-64.4% | $4,740-74.7% |
| Participant deferral / active EE | $2,216 | $5,588-60.3% | $4,625-52.1% | $6,400-65.4% |
| Admin fee / account holder | $37,117 | $9,323+298.1% | $7,339+405.7% | $11,426+224.8% |