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 9-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 | $143,911 | $88,594+62.4% | $70,092+105.3% | $134,475+7.0% |
| Participation rate | 93.3% | 74.9%+18.4pp | 70.5%+22.9pp | 81.2%+12.1pp |
| Annual return | -15.11% | 442.67%-457.8pp | 190.73%-205.8pp | 417.96%-433.1pp |
| Employer contribution / active EE | $10,721 | $3,233+231.6% | $2,559+319.0% | $4,740+126.2% |
| Participant deferral / active EE | $8,117 | $4,772+70.1% | $3,849+110.9% | $6,400+26.8% |
| Admin fee / account holder | $941 | $10,441-91.0% | $6,267-85.0% | $11,426-91.8% |