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 | $189,025 | $190,805-0.9% | $159,960+18.2% | $134,475+40.6% |
| Participation rate | 92.9% | 81.9%+10.9pp | 78.0%+14.9pp | 81.2%+11.6pp |
| Annual return | -9.83% | 552.23%-562.1pp | 408.60%-418.4pp | 417.96%-427.8pp |
| Employer contribution / active EE | $1,746 | $4,995-65.1% | $4,226-58.7% | $4,740-63.2% |
| Participant deferral / active EE | $4,720 | $6,923-31.8% | $6,182-23.7% | $6,400-26.2% |
| Admin fee / account holder | $32,968 | $10,471+214.8% | $8,698+279.0% | $11,426+188.5% |