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 | $149,731 | $95,971+56.0% | $74,550+100.8% | $135,375+10.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.32% | 56.96%-61.3pp | 32.53%-36.9pp | 519.73%-524.1pp |
| Employer contribution / active EE | $2,184 | $2,716-19.6% | $1,961+11.4% | $4,779-54.3% |
| Participant deferral / active EE | $5,478 | $3,843+42.5% | $3,108+76.3% | $5,609-2.3% |
| Admin fee / account holder | $40,872 | $6,522+526.7% | $5,060+707.8% | $10,827+277.5% |