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 | $224,798 | $95,971+134.2% | $74,550+201.5% | $135,375+66.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.70% | 56.96%-61.7pp | 32.53%-37.2pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,149 | $2,716-57.7% | $1,961-41.4% | $4,779-76.0% |
| Participant deferral / active EE | $5,756 | $3,843+49.8% | $3,108+85.2% | $5,609+2.6% |
| Admin fee / account holder | $8,012 | $6,522+22.8% | $5,060+58.4% | $10,827-26.0% |