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 | $127,473 | $95,971+32.8% | $74,550+71.0% | $135,375-5.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.42% | 56.96%-65.4pp | 32.53%-41.0pp | 519.73%-528.2pp |
| Employer contribution / active EE | $5,485 | $2,716+101.9% | $1,961+179.7% | $4,779+14.8% |
| Participant deferral / active EE | $1,193 | $3,843-69.0% | $3,108-61.6% | $5,609-78.7% |
| Admin fee / account holder | $4,026 | $6,522-38.3% | $5,060-20.4% | $10,827-62.8% |