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 | $145,165 | $190,805-23.9% | $159,960-9.2% | $134,475+7.9% |
| Participation rate | 88.2% | 81.9%+6.3pp | 78.0%+10.3pp | 81.2%+7.0pp |
| Annual return | -15.35% | 552.23%-567.6pp | 408.60%-424.0pp | 417.96%-433.3pp |
| Employer contribution / active EE | $4,157 | $4,995-16.8% | $4,226-1.6% | $4,740-12.3% |
| Participant deferral / active EE | $11,738 | $6,923+69.5% | $6,182+89.9% | $6,400+83.4% |
| Admin fee / account holder | $1,800 | $10,471-82.8% | $8,698-79.3% | $11,426-84.2% |