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 | $81,704 | $90,600-9.8% | $79,464+2.8% | $135,375-39.6% |
| Participation rate | 94.4% | 76.0%+18.4pp | 73.3%+21.1pp | 82.6%+11.8pp |
| Annual return | -6.75% | 977.43%-984.2pp | 718.14%-724.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $3,196 | $3,068+4.2% | $2,800+14.1% | $4,779-33.1% |
| Participant deferral / active EE | $7,896 | $4,050+95.0% | $3,704+113.2% | $5,609+40.8% |
| Admin fee / account holder | $846 | $5,907-85.7% | $5,113-83.5% | $10,827-92.2% |