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 | $123,755 | $92,703+33.5% | $82,719+49.6% | $134,475-8.0% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -20.48% | 944.92%-965.4pp | 701.18%-721.7pp | 417.96%-438.4pp |
| Employer contribution / active EE | $2,549 | $3,274-22.2% | $3,009-15.3% | $4,740-46.2% |
| Participant deferral / active EE | $10,206 | $4,802+112.5% | $4,395+132.2% | $6,400+59.5% |
| Admin fee / account holder | $26,047 | $5,983+335.4% | $5,329+388.8% | $11,426+128.0% |