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 9-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 | $152,947 | $67,331+127.2% | $60,874+151.3% | $134,475+13.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.22% | 49.93%-67.1pp | 16.90%-34.1pp | 417.96%-435.2pp |
| Employer contribution / active EE | $3,915 | $3,096+26.4% | $2,701+44.9% | $4,740-17.4% |
| Participant deferral / active EE | $27,000 | $4,538+494.9% | $3,817+607.4% | $6,400+321.9% |
| Admin fee / account holder | $1,383 | $4,582-69.8% | $3,224-57.1% | $11,426-87.9% |