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 | $127,404 | $90,600+40.6% | $79,464+60.3% | $135,375-5.9% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -5.05% | 977.43%-982.5pp | 718.14%-723.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $7,435 | $3,068+142.3% | $2,800+165.5% | $4,779+55.6% |
| Participant deferral / active EE | $11,286 | $4,050+178.7% | $3,704+204.7% | $5,609+101.2% |
| Admin fee / account holder | $57,300 | $5,907+870.1% | $5,113+1020.7% | $10,827+429.2% |