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 | $114,294 | $92,703+23.3% | $82,719+38.2% | $134,475-15.0% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -19.20% | 944.92%-964.1pp | 701.18%-720.4pp | 417.96%-437.2pp |
| Employer contribution / active EE | $3,451 | $3,274+5.4% | $3,009+14.7% | $4,740-27.2% |
| Participant deferral / active EE | $11,864 | $4,802+147.1% | $4,395+169.9% | $6,400+85.4% |
| Admin fee / account holder | $4,307 | $5,983-28.0% | $5,329-19.2% | $11,426-62.3% |