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 | $117,392 | $92,703+26.6% | $82,719+41.9% | $134,475-12.7% |
| Participation rate | 92.3% | 75.2%+17.1pp | 72.6%+19.8pp | 81.2%+11.1pp |
| Annual return | -16.91% | 944.92%-961.8pp | 701.18%-718.1pp | 417.96%-434.9pp |
| Employer contribution / active EE | $3,694 | $3,274+12.8% | $3,009+22.8% | $4,740-22.1% |
| Participant deferral / active EE | $10,492 | $4,802+118.5% | $4,395+138.7% | $6,400+63.9% |
| Admin fee / account holder | $2,558 | $5,983-57.2% | $5,329-52.0% | $11,426-77.6% |