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 | $181,074 | $106,543+70.0% | $91,220+98.5% | $134,475+34.7% |
| Participation rate | 90.0% | 76.8%+13.2pp | 73.2%+16.8pp | 81.2%+8.8pp |
| Annual return | -14.62% | 160.60%-175.2pp | 114.01%-128.6pp | 417.96%-432.6pp |
| Employer contribution / active EE | $3,000 | $3,331-9.9% | $2,850+5.3% | $4,740-36.7% |
| Participant deferral / active EE | $2,808 | $4,719-40.5% | $4,234-33.7% | $6,400-56.1% |
| Admin fee / account holder | $1,641 | $6,231-73.7% | $5,420-69.7% | $11,426-85.6% |