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 | $242,141 | $92,703+161.2% | $82,719+192.7% | $134,475+80.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.30% | 944.92%-959.2pp | 701.18%-715.5pp | 417.96%-432.3pp |
| Employer contribution / active EE | $5,790 | $3,274+76.8% | $3,009+92.4% | $4,740+22.2% |
| Participant deferral / active EE | $7,670 | $4,802+59.7% | $4,395+74.5% | $6,400+19.8% |
| Admin fee / account holder | $5,818 | $5,983-2.8% | $5,329+9.2% | $11,426-49.1% |