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 | $191,778 | $95,971+99.8% | $74,550+157.2% | $135,375+41.7% |
| Participation rate | 95.2% | 75.7%+19.6pp | 69.1%+26.1pp | 82.6%+12.6pp |
| Annual return | -5.16% | 56.96%-62.1pp | 32.53%-37.7pp | 519.73%-524.9pp |
| Employer contribution / active EE | $9,524 | $2,716+250.6% | $1,961+385.7% | $4,779+99.3% |
| Participant deferral / active EE | $0 | $3,843-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,131 | $6,522-6.0% | $5,060+21.2% | $10,827-43.4% |