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 | $115,265 | $92,703+24.3% | $82,719+39.3% | $134,475-14.3% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.3pp | 81.2%+11.6pp |
| Annual return | -14.42% | 944.92%-959.3pp | 701.18%-715.6pp | 417.96%-432.4pp |
| Employer contribution / active EE | $2,970 | $3,274-9.3% | $3,009-1.3% | $4,740-37.3% |
| Participant deferral / active EE | $8,491 | $4,802+76.8% | $4,395+93.2% | $6,400+32.7% |
| Admin fee / account holder | $1,502 | $5,983-74.9% | $5,329-71.8% | $11,426-86.9% |