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 | $210,726 | $106,543+97.8% | $91,220+131.0% | $134,475+56.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -10.89% | 160.60%-171.5pp | 114.01%-124.9pp | 417.96%-428.9pp |
| Employer contribution / active EE | $2,001 | $3,331-39.9% | $2,850-29.8% | $4,740-57.8% |
| Participant deferral / active EE | $4,625 | $4,719-2.0% | $4,234+9.2% | $6,400-27.7% |
| Admin fee / account holder | $5,606 | $6,231-10.0% | $5,420+3.4% | $11,426-50.9% |