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 | $91,548 | $92,703-1.2% | $82,719+10.7% | $134,475-31.9% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -11.96% | 944.92%-956.9pp | 701.18%-713.1pp | 417.96%-429.9pp |
| Employer contribution / active EE | $2,244 | $3,274-31.5% | $3,009-25.4% | $4,740-52.7% |
| Participant deferral / active EE | $4,595 | $4,802-4.3% | $4,395+4.5% | $6,400-28.2% |
| Admin fee / account holder | $942 | $5,983-84.3% | $5,329-82.3% | $11,426-91.8% |