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 | $181,787 | $84,402+115.4% | $61,373+196.2% | $134,475+35.2% |
| Participation rate | 80.0% | 62.2%+17.8pp | 52.6%+27.4pp | 81.2%-1.2pp |
| Annual return | -14.09% | 584.55%-598.6pp | 338.61%-352.7pp | 417.96%-432.1pp |
| Employer contribution / active EE | $8,180 | $1,544+429.7% | $1,159+605.6% | $4,740+72.6% |
| Participant deferral / active EE | $12,570 | $2,819+345.9% | $2,125+491.5% | $6,400+96.4% |
| Admin fee / account holder | $13,658 | $2,585+428.3% | $2,130+541.3% | $11,426+19.5% |