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 | $97,800 | $67,331+45.3% | $60,874+60.7% | $134,475-27.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -19.12% | 49.93%-69.0pp | 16.90%-36.0pp | 417.96%-437.1pp |
| Employer contribution / active EE | $7,444 | $3,096+140.4% | $2,701+175.6% | $4,740+57.1% |
| Participant deferral / active EE | $19,427 | $4,538+328.1% | $3,817+409.0% | $6,400+203.6% |
| Admin fee / account holder | $16,210 | $4,582+253.8% | $3,224+402.8% | $11,426+41.9% |