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 | $114,800 | $95,971+19.6% | $74,550+54.0% | $135,375-15.2% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -0.95% | 56.96%-57.9pp | 32.53%-33.5pp | 519.73%-520.7pp |
| Employer contribution / active EE | $7,071 | $2,716+160.3% | $1,961+260.6% | $4,779+48.0% |
| Participant deferral / active EE | $0 | $3,843-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,716 | $6,522-12.4% | $5,060+13.0% | $10,827-47.2% |