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 | $150,943 | $95,971+57.3% | $74,550+102.5% | $135,375+11.5% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -7.14% | 56.96%-64.1pp | 32.53%-39.7pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,346 | $2,716-13.6% | $1,961+19.7% | $4,779-50.9% |
| Participant deferral / active EE | $7,929 | $3,843+106.3% | $3,108+155.1% | $5,609+41.4% |
| Admin fee / account holder | $937 | $6,522-85.6% | $5,060-81.5% | $10,827-91.3% |