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 6-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 | $105,522 | $92,703+13.8% | $82,719+27.6% | $134,475-21.5% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -19.47% | 944.92%-964.4pp | 701.18%-720.6pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,776 | $3,274-15.2% | $3,009-7.8% | $4,740-41.4% |
| Participant deferral / active EE | $5,556 | $4,802+15.7% | $4,395+26.4% | $6,400-13.2% |
| Admin fee / account holder | $1,009 | $5,983-83.1% | $5,329-81.1% | $11,426-91.2% |