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 | $97,403 | $92,703+5.1% | $82,719+17.8% | $134,475-27.6% |
| Participation rate | 95.8% | 75.2%+20.6pp | 72.6%+23.3pp | 81.2%+14.6pp |
| Annual return | -12.48% | 944.92%-957.4pp | 701.18%-713.7pp | 417.96%-430.4pp |
| Employer contribution / active EE | $4,617 | $3,274+41.0% | $3,009+53.4% | $4,740-2.6% |
| Participant deferral / active EE | $6,594 | $4,802+37.3% | $4,395+50.0% | $6,400+3.0% |
| Admin fee / account holder | $9,001 | $5,983+50.4% | $5,329+68.9% | $11,426-21.2% |