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 | $54,495 | $48,274+12.9% | $63,517-14.2% | $59,632-8.6% |
| Participation rate | 80.0% | 66.3%+13.7pp | 71.0%+9.0pp | 68.7%+11.3pp |
| Annual return | -2.16% | -240.79%+238.6pp | -70.30%+68.1pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $2,560 | $1,586+61.4% | $2,322+10.2% | $2,203+16.2% |
| Participant deferral / active EE | $3,584 | $2,343+53.0% | $2,953+21.3% | $3,192+12.3% |
| Admin fee / account holder | $433 | $3,600-88.0% | $5,892-92.7% | $4,297-89.9% |