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 | $176,014 | $92,703+89.9% | $82,719+112.8% | $134,475+30.9% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -18.12% | 944.92%-963.0pp | 701.18%-719.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,842 | $3,274-13.2% | $3,009-5.6% | $4,740-40.0% |
| Participant deferral / active EE | $6,083 | $4,802+26.7% | $4,395+38.4% | $6,400-4.9% |
| Admin fee / account holder | $578 | $5,983-90.3% | $5,329-89.2% | $11,426-94.9% |