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 | $205,160 | $92,703+121.3% | $82,719+148.0% | $134,475+52.6% |
| Participation rate | 94.1% | 75.2%+18.9pp | 72.6%+21.6pp | 81.2%+12.9pp |
| Annual return | -16.10% | 944.92%-961.0pp | 701.18%-717.3pp | 417.96%-434.1pp |
| Employer contribution / active EE | $22,480 | $3,274+586.6% | $3,009+647.1% | $4,740+374.3% |
| Participant deferral / active EE | $11,534 | $4,802+140.2% | $4,395+162.4% | $6,400+80.2% |
| Admin fee / account holder | $1,493 | $5,983-75.0% | $5,329-72.0% | $11,426-86.9% |