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 | $152,061 | $106,543+42.7% | $91,220+66.7% | $134,475+13.1% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.2%+6.8pp | 81.2%-1.2pp |
| Annual return | -20.41% | 160.60%-181.0pp | 114.01%-134.4pp | 417.96%-438.4pp |
| Employer contribution / active EE | $2,725 | $3,331-18.2% | $2,850-4.4% | $4,740-42.5% |
| Participant deferral / active EE | $7,142 | $4,719+51.4% | $4,234+68.7% | $6,400+11.6% |
| Admin fee / account holder | $16,564 | $6,231+165.8% | $5,420+205.6% | $11,426+45.0% |