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 | $125,328 | $97,757+28.2% | $83,848+49.5% | $135,375-7.4% |
| Participation rate | 94.4% | 80.0%+14.5pp | 76.1%+18.3pp | 82.6%+11.8pp |
| Annual return | -7.52% | 1287.37%-1294.9pp | 850.88%-858.4pp | 519.73%-527.3pp |
| Employer contribution / active EE | $11,572 | $4,222+174.1% | $3,631+218.7% | $4,779+142.2% |
| Participant deferral / active EE | $4,089 | $4,682-12.7% | $4,082+0.2% | $5,609-27.1% |
| Admin fee / account holder | $14,668 | $6,674+119.8% | $5,478+167.8% | $10,827+35.5% |