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 | $130,965 | $92,703+41.3% | $82,719+58.3% | $134,475-2.6% |
| Participation rate | 86.7% | 75.2%+11.5pp | 72.6%+14.1pp | 81.2%+5.4pp |
| Annual return | -14.29% | 944.92%-959.2pp | 701.18%-715.5pp | 417.96%-432.3pp |
| Employer contribution / active EE | $3,215 | $3,274-1.8% | $3,009+6.9% | $4,740-32.2% |
| Participant deferral / active EE | $5,501 | $4,802+14.6% | $4,395+25.2% | $6,400-14.0% |
| Admin fee / account holder | $31,059 | $5,983+419.2% | $5,329+482.8% | $11,426+171.8% |