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 | $151,903 | $106,543+42.6% | $91,220+66.5% | $134,475+13.0% |
| Participation rate | 94.1% | 76.8%+17.3pp | 73.2%+20.9pp | 81.2%+12.9pp |
| Annual return | -13.70% | 160.60%-174.3pp | 114.01%-127.7pp | 417.96%-431.7pp |
| Employer contribution / active EE | $2,563 | $3,331-23.0% | $2,850-10.1% | $4,740-45.9% |
| Participant deferral / active EE | $5,760 | $4,719+22.1% | $4,234+36.1% | $6,400-10.0% |
| Admin fee / account holder | $5,659 | $6,231-9.2% | $5,420+4.4% | $11,426-50.5% |