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 | $186,715 | $92,703+101.4% | $82,719+125.7% | $134,475+38.8% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -16.96% | 944.92%-961.9pp | 701.18%-718.1pp | 417.96%-434.9pp |
| Employer contribution / active EE | $15,252 | $3,274+365.9% | $3,009+406.9% | $4,740+221.8% |
| Participant deferral / active EE | $13,566 | $4,802+182.5% | $4,395+208.7% | $6,400+112.0% |
| Admin fee / account holder | $1,074 | $5,983-82.1% | $5,329-79.9% | $11,426-90.6% |