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 | $159,464 | $92,703+72.0% | $82,719+92.8% | $134,475+18.6% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -18.71% | 944.92%-963.6pp | 701.18%-719.9pp | 417.96%-436.7pp |
| Employer contribution / active EE | $8,368 | $3,274+155.6% | $3,009+178.1% | $4,740+76.5% |
| Participant deferral / active EE | $6,883 | $4,802+43.3% | $4,395+56.6% | $6,400+7.5% |
| Admin fee / account holder | $6,148 | $5,983+2.8% | $5,329+15.4% | $11,426-46.2% |