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 | $114,648 | $135,635-15.5% | $110,238+4.0% | $135,375-15.3% |
| Participation rate | 92.3% | 83.5%+8.9pp | 79.8%+12.5pp | 82.6%+9.7pp |
| Annual return | -5.36% | 513.19%-518.5pp | 314.74%-320.1pp | 519.73%-525.1pp |
| Employer contribution / active EE | $6,290 | $4,906+28.2% | $3,826+64.4% | $4,779+31.6% |
| Participant deferral / active EE | $9,432 | $5,506+71.3% | $4,672+101.9% | $5,609+68.2% |
| Admin fee / account holder | $369 | $11,457-96.8% | $8,547-95.7% | $10,827-96.6% |