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 | $237,568 | $88,594+168.2% | $70,092+238.9% | $134,475+76.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -15.04% | 442.67%-457.7pp | 190.73%-205.8pp | 417.96%-433.0pp |
| Employer contribution / active EE | $4,159 | $3,233+28.6% | $2,559+62.5% | $4,740-12.3% |
| Participant deferral / active EE | $11,609 | $4,772+143.3% | $3,849+201.6% | $6,400+81.4% |
| Admin fee / account holder | $21,112 | $10,441+102.2% | $6,267+236.9% | $11,426+84.8% |