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 | $162,588 | $92,703+75.4% | $82,719+96.6% | $134,475+20.9% |
| Participation rate | 93.3% | 75.2%+18.1pp | 72.6%+20.8pp | 81.2%+12.1pp |
| Annual return | -14.32% | 944.92%-959.2pp | 701.18%-715.5pp | 417.96%-432.3pp |
| Employer contribution / active EE | $5,385 | $3,274+64.5% | $3,009+79.0% | $4,740+13.6% |
| Participant deferral / active EE | $8,887 | $4,802+85.1% | $4,395+102.2% | $6,400+38.9% |
| Admin fee / account holder | $1,635 | $5,983-72.7% | $5,329-69.3% | $11,426-85.7% |