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 | $174,518 | $95,971+81.8% | $74,550+134.1% | $135,375+28.9% |
| Participation rate | 95.0% | 75.7%+19.3pp | 69.1%+25.9pp | 82.6%+12.4pp |
| Annual return | -6.46% | 56.96%-63.4pp | 32.53%-39.0pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,007 | $2,716-26.1% | $1,961+2.3% | $4,779-58.0% |
| Participant deferral / active EE | $7,244 | $3,843+88.5% | $3,108+133.1% | $5,609+29.2% |
| Admin fee / account holder | $650 | $6,522-90.0% | $5,060-87.2% | $10,827-94.0% |