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 | $131,357 | $67,331+95.1% | $60,874+115.8% | $134,475-2.3% |
| Participation rate | 95.8% | 76.2%+19.7pp | 73.1%+22.7pp | 81.2%+14.6pp |
| Annual return | -12.98% | 49.93%-62.9pp | 16.90%-29.9pp | 417.96%-430.9pp |
| Employer contribution / active EE | $9,890 | $3,096+219.4% | $2,701+266.1% | $4,740+108.7% |
| Participant deferral / active EE | $4,370 | $4,538-3.7% | $3,817+14.5% | $6,400-31.7% |
| Admin fee / account holder | $432 | $4,582-90.6% | $3,224-86.6% | $11,426-96.2% |