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 | $152,077 | $92,703+64.0% | $82,719+83.8% | $134,475+13.1% |
| Participation rate | 94.1% | 75.2%+18.9pp | 72.6%+21.6pp | 81.2%+12.9pp |
| Annual return | -13.71% | 944.92%-958.6pp | 701.18%-714.9pp | 417.96%-431.7pp |
| Employer contribution / active EE | $2,099 | $3,274-35.9% | $3,009-30.3% | $4,740-55.7% |
| Participant deferral / active EE | $4,949 | $4,802+3.1% | $4,395+12.6% | $6,400-22.7% |
| Admin fee / account holder | $5,340 | $5,983-10.7% | $5,329+0.2% | $11,426-53.3% |