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 9-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 | $132,038 | $90,600+45.7% | $79,464+66.2% | $135,375-2.5% |
| Participation rate | 84.6% | 76.0%+8.6pp | 73.3%+11.3pp | 82.6%+2.0pp |
| Annual return | -4.55% | 977.43%-982.0pp | 718.14%-722.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $11,025 | $3,068+259.4% | $2,800+293.7% | $4,779+130.7% |
| Participant deferral / active EE | $3,642 | $4,050-10.1% | $3,704-1.7% | $5,609-35.1% |
| Admin fee / account holder | $12,086 | $5,907+104.6% | $5,113+136.4% | $10,827+11.6% |