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 | $158,422 | $106,543+48.7% | $91,220+73.7% | $134,475+17.8% |
| Participation rate | 90.0% | 76.8%+13.2pp | 73.2%+16.8pp | 81.2%+8.8pp |
| Annual return | -19.85% | 160.60%-180.4pp | 114.01%-133.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,310 | $3,331-30.6% | $2,850-18.9% | $4,740-51.3% |
| Participant deferral / active EE | $7,259 | $4,719+53.8% | $4,234+71.5% | $6,400+13.4% |
| Admin fee / account holder | $7,446 | $6,231+19.5% | $5,420+37.4% | $11,426-34.8% |