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 | $153,596 | $92,703+65.7% | $82,719+85.7% | $134,475+14.2% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -14.33% | 944.92%-959.2pp | 701.18%-715.5pp | 417.96%-432.3pp |
| Employer contribution / active EE | $7,714 | $3,274+135.6% | $3,009+156.4% | $4,740+62.8% |
| Participant deferral / active EE | $10,567 | $4,802+120.1% | $4,395+140.4% | $6,400+65.1% |
| Admin fee / account holder | $14,553 | $5,983+143.3% | $5,329+173.1% | $11,426+27.4% |