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 | $208,866 | $106,543+96.0% | $91,220+129.0% | $134,475+55.3% |
| Participation rate | 90.9% | 76.8%+14.1pp | 73.2%+17.7pp | 81.2%+9.7pp |
| Annual return | -12.51% | 160.60%-173.1pp | 114.01%-126.5pp | 417.96%-430.5pp |
| Employer contribution / active EE | $6,784 | $3,331+103.7% | $2,850+138.0% | $4,740+43.1% |
| Participant deferral / active EE | $5,509 | $4,719+16.7% | $4,234+30.1% | $6,400-13.9% |
| Admin fee / account holder | $7,187 | $6,231+15.3% | $5,420+32.6% | $11,426-37.1% |