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 | $121,281 | $95,971+26.4% | $74,550+62.7% | $135,375-10.4% |
| Participation rate | 89.5% | 75.7%+13.8pp | 69.1%+20.3pp | 82.6%+6.8pp |
| Annual return | -6.71% | 56.96%-63.7pp | 32.53%-39.2pp | 519.73%-526.4pp |
| Employer contribution / active EE | $8,861 | $2,716+226.3% | $1,961+351.9% | $4,779+85.4% |
| Participant deferral / active EE | $5,155 | $3,843+34.1% | $3,108+65.9% | $5,609-8.1% |
| Admin fee / account holder | $7,336 | $6,522+12.5% | $5,060+45.0% | $10,827-32.2% |