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 | $110,709 | $90,600+22.2% | $79,464+39.3% | $135,375-18.2% |
| Participation rate | 88.9% | 76.0%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | -8.31% | 977.43%-985.7pp | 718.14%-726.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $3,764 | $3,068+22.7% | $2,800+34.4% | $4,779-21.2% |
| Participant deferral / active EE | $6,601 | $4,050+63.0% | $3,704+78.2% | $5,609+17.7% |
| Admin fee / account holder | $2,422 | $5,907-59.0% | $5,113-52.6% | $10,827-77.6% |