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 | $199,151 | $95,971+107.5% | $74,550+167.1% | $135,375+47.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.27% | 56.96%-61.2pp | 32.53%-36.8pp | 519.73%-524.0pp |
| Employer contribution / active EE | $7,415 | $2,716+173.0% | $1,961+278.2% | $4,779+55.2% |
| Participant deferral / active EE | $2,041 | $3,843-46.9% | $3,108-34.3% | $5,609-63.6% |
| Admin fee / account holder | $2,361 | $6,522-63.8% | $5,060-53.3% | $10,827-78.2% |