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 | $158,795 | $90,600+75.3% | $79,464+99.8% | $135,375+17.3% |
| Participation rate | 94.7% | 76.0%+18.7pp | 73.3%+21.4pp | 82.6%+12.1pp |
| Annual return | -5.91% | 977.43%-983.3pp | 718.14%-724.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $5,804 | $3,068+89.2% | $2,800+107.3% | $4,779+21.5% |
| Participant deferral / active EE | $7,048 | $4,050+74.0% | $3,704+90.3% | $5,609+25.7% |
| Admin fee / account holder | $9,104 | $5,907+54.1% | $5,113+78.1% | $10,827-15.9% |