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 | $137,231 | $39,798+244.8% | $67,711+102.7% | $59,632+130.1% |
| Participation rate | 93.3% | 57.4%+36.0pp | 67.5%+25.8pp | 68.7%+24.7pp |
| Annual return | -2.68% | 89.94%-92.6pp | 25.41%-28.1pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $4,529 | $1,393+225.1% | $2,559+77.0% | $2,203+105.6% |
| Participant deferral / active EE | $6,647 | $2,335+184.7% | $3,585+85.4% | $3,192+108.3% |
| Admin fee / account holder | $452 | $3,212-85.9% | $4,255-89.4% | $4,297-89.5% |