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 | $150,393 | $95,971+56.7% | $74,550+101.7% | $135,375+11.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.99% | 56.96%-63.0pp | 32.53%-38.5pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,587 | $2,716-41.6% | $1,961-19.1% | $4,779-66.8% |
| Participant deferral / active EE | $6,048 | $3,843+57.3% | $3,108+94.6% | $5,609+7.8% |
| Admin fee / account holder | $2,282 | $6,522-65.0% | $5,060-54.9% | $10,827-78.9% |