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 | $170,798 | $92,703+84.2% | $82,719+106.5% | $134,475+27.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -9.26% | 944.92%-954.2pp | 701.18%-710.4pp | 417.96%-427.2pp |
| Employer contribution / active EE | $5,328 | $3,274+62.8% | $3,009+77.1% | $4,740+12.4% |
| Participant deferral / active EE | $2,664 | $4,802-44.5% | $4,395-39.4% | $6,400-58.4% |
| Admin fee / account holder | $947 | $5,983-84.2% | $5,329-82.2% | $11,426-91.7% |