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 | $171,294 | $88,594+93.3% | $70,092+144.4% | $134,475+27.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -18.47% | 442.67%-461.1pp | 190.73%-209.2pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,812 | $3,233-13.0% | $2,559+9.9% | $4,740-40.7% |
| Participant deferral / active EE | $5,717 | $4,772+19.8% | $3,849+48.5% | $6,400-10.7% |
| Admin fee / account holder | $3,744 | $10,441-64.1% | $6,267-40.3% | $11,426-67.2% |