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 | $149,602 | $106,543+40.4% | $91,220+64.0% | $134,475+11.2% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.2%+14.3pp | 81.2%+6.3pp |
| Annual return | -13.58% | 160.60%-174.2pp | 114.01%-127.6pp | 417.96%-431.5pp |
| Employer contribution / active EE | $3,570 | $3,331+7.2% | $2,850+25.2% | $4,740-24.7% |
| Participant deferral / active EE | $5,010 | $4,719+6.2% | $4,234+18.3% | $6,400-21.7% |
| Admin fee / account holder | $1,435 | $6,231-77.0% | $5,420-73.5% | $11,426-87.4% |