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 | $159,140 | $95,971+65.8% | $74,550+113.5% | $135,375+17.6% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -6.42% | 56.96%-63.4pp | 32.53%-39.0pp | 519.73%-526.2pp |
| Employer contribution / active EE | $8,502 | $2,716+213.0% | $1,961+333.6% | $4,779+77.9% |
| Participant deferral / active EE | $6,750 | $3,843+75.6% | $3,108+117.2% | $5,609+20.3% |
| Admin fee / account holder | $2,831 | $6,522-56.6% | $5,060-44.0% | $10,827-73.9% |