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 | $130,490 | $92,703+40.8% | $82,719+57.8% | $134,475-3.0% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -20.66% | 944.92%-965.6pp | 701.18%-721.8pp | 417.96%-438.6pp |
| Employer contribution / active EE | $3,624 | $3,274+10.7% | $3,009+20.5% | $4,740-23.5% |
| Participant deferral / active EE | $9,839 | $4,802+104.9% | $4,395+123.9% | $6,400+53.7% |
| Admin fee / account holder | $1,031 | $5,983-82.8% | $5,329-80.6% | $11,426-91.0% |