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 | $129,336 | $92,703+39.5% | $82,719+56.4% | $134,475-3.8% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -15.93% | 944.92%-960.9pp | 701.18%-717.1pp | 417.96%-433.9pp |
| Employer contribution / active EE | $887 | $3,274-72.9% | $3,009-70.5% | $4,740-81.3% |
| Participant deferral / active EE | $4,826 | $4,802+0.5% | $4,395+9.8% | $6,400-24.6% |
| Admin fee / account holder | $2,091 | $5,983-65.1% | $5,329-60.8% | $11,426-81.7% |