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 | $146,362 | $92,703+57.9% | $82,719+76.9% | $134,475+8.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.83% | 944.92%-959.8pp | 701.18%-716.0pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,841 | $3,274-13.2% | $3,009-5.6% | $4,740-40.1% |
| Participant deferral / active EE | $8,037 | $4,802+67.4% | $4,395+82.9% | $6,400+25.6% |
| Admin fee / account holder | $2,131 | $5,983-64.4% | $5,329-60.0% | $11,426-81.3% |