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 | $150,486 | $92,703+62.3% | $82,719+81.9% | $134,475+11.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.07% | 944.92%-955.0pp | 701.18%-711.3pp | 417.96%-428.0pp |
| Employer contribution / active EE | $6,226 | $3,274+90.2% | $3,009+106.9% | $4,740+31.4% |
| Participant deferral / active EE | $2,138 | $4,802-55.5% | $4,395-51.3% | $6,400-66.6% |
| Admin fee / account holder | $2,341 | $5,983-60.9% | $5,329-56.1% | $11,426-79.5% |