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 | $200,269 | $92,703+116.0% | $82,719+142.1% | $134,475+48.9% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -17.06% | 944.92%-962.0pp | 701.18%-718.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $11,050 | $3,274+237.5% | $3,009+267.2% | $4,740+133.1% |
| Participant deferral / active EE | $10,491 | $4,802+118.5% | $4,395+138.7% | $6,400+63.9% |
| Admin fee / account holder | $2,167 | $5,983-63.8% | $5,329-59.3% | $11,426-81.0% |