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 | $159,438 | $92,703+72.0% | $82,719+92.7% | $134,475+18.6% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -17.52% | 944.92%-962.4pp | 701.18%-718.7pp | 417.96%-435.5pp |
| Employer contribution / active EE | $10,916 | $3,274+233.4% | $3,009+262.8% | $4,740+130.3% |
| Participant deferral / active EE | $8,895 | $4,802+85.2% | $4,395+102.4% | $6,400+39.0% |
| Admin fee / account holder | $1,642 | $5,983-72.6% | $5,329-69.2% | $11,426-85.6% |