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 | $194,761 | $147,727+31.8% | $115,756+68.3% | $134,475+44.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -20.51% | 73.96%-94.5pp | 143.14%-163.7pp | 417.96%-438.5pp |
| Employer contribution / active EE | $12,416 | $4,713+163.4% | $3,793+227.4% | $4,740+162.0% |
| Participant deferral / active EE | $17,972 | $7,563+137.6% | $6,254+187.4% | $6,400+180.8% |
| Admin fee / account holder | $4,049 | $14,571-72.2% | $8,124-50.2% | $11,426-64.6% |