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 | $122,068 | $95,971+27.2% | $74,550+63.7% | $135,375-9.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.16% | 56.96%-62.1pp | 32.53%-37.7pp | 519.73%-524.9pp |
| Employer contribution / active EE | $6,490 | $2,716+139.0% | $1,961+231.0% | $4,779+35.8% |
| Participant deferral / active EE | $9,757 | $3,843+153.9% | $3,108+213.9% | $5,609+74.0% |
| Admin fee / account holder | $18,580 | $6,522+184.9% | $5,060+267.2% | $10,827+71.6% |