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 | $179,769 | $92,703+93.9% | $82,719+117.3% | $134,475+33.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.03% | 944.92%-959.0pp | 701.18%-715.2pp | 417.96%-432.0pp |
| Employer contribution / active EE | $2,273 | $3,274-30.6% | $3,009-24.5% | $4,740-52.1% |
| Participant deferral / active EE | $9,638 | $4,802+100.7% | $4,395+119.3% | $6,400+50.6% |
| Admin fee / account holder | $3,890 | $5,983-35.0% | $5,329-27.0% | $11,426-66.0% |