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 | $179,408 | $90,600+98.0% | $79,464+125.8% | $135,375+32.5% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -6.86% | 977.43%-984.3pp | 718.14%-725.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $5,382 | $3,068+75.4% | $2,800+92.2% | $4,779+12.6% |
| Participant deferral / active EE | $7,623 | $4,050+88.2% | $3,704+105.8% | $5,609+35.9% |
| Admin fee / account holder | $10,976 | $5,907+85.8% | $5,113+114.7% | $10,827+1.4% |