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 | $213,012 | $92,703+129.8% | $82,719+157.5% | $134,475+58.4% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -15.66% | 944.92%-960.6pp | 701.18%-716.8pp | 417.96%-433.6pp |
| Employer contribution / active EE | $8,289 | $3,274+153.2% | $3,009+175.5% | $4,740+74.9% |
| Participant deferral / active EE | $4,296 | $4,802-10.5% | $4,395-2.3% | $6,400-32.9% |
| Admin fee / account holder | $48,044 | $5,983+703.1% | $5,329+801.6% | $11,426+320.5% |