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 | $103,232 | $90,600+13.9% | $79,464+29.9% | $135,375-23.7% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -6.43% | 977.43%-983.9pp | 718.14%-724.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $5,406 | $3,068+76.2% | $2,800+93.0% | $4,779+13.1% |
| Participant deferral / active EE | $9,917 | $4,050+144.8% | $3,704+167.7% | $5,609+76.8% |
| Admin fee / account holder | $7,041 | $5,907+19.2% | $5,113+37.7% | $10,827-35.0% |