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 | $170,001 | $106,543+59.6% | $91,220+86.4% | $134,475+26.4% |
| Participation rate | 72.7% | 76.8%-4.1pp | 73.2%-0.5pp | 81.2%-8.5pp |
| Annual return | -18.01% | 160.60%-178.6pp | 114.01%-132.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $4,908 | $3,331+47.4% | $2,850+72.2% | $4,740+3.5% |
| Participant deferral / active EE | $7,041 | $4,719+49.2% | $4,234+66.3% | $6,400+10.0% |
| Admin fee / account holder | $5,310 | $6,231-14.8% | $5,420-2.0% | $11,426-53.5% |