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 | $195,014 | $90,600+115.2% | $79,464+145.4% | $135,375+44.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.43% | 977.43%-982.9pp | 718.14%-723.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,241 | $3,068-27.0% | $2,800-20.0% | $4,779-53.1% |
| Participant deferral / active EE | $9,933 | $4,050+145.2% | $3,704+168.2% | $5,609+77.1% |
| Admin fee / account holder | $75,879 | $5,907+1184.6% | $5,113+1384.1% | $10,827+600.8% |