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 | $146,640 | $84,402+73.7% | $61,373+138.9% | $134,475+9.0% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -18.26% | 584.55%-602.8pp | 338.61%-356.9pp | 417.96%-436.2pp |
| Employer contribution / active EE | $6,031 | $1,544+290.5% | $1,159+420.2% | $4,740+27.3% |
| Participant deferral / active EE | $9,602 | $2,819+240.6% | $2,125+351.9% | $6,400+50.0% |
| Admin fee / account holder | $686 | $2,585-73.5% | $2,130-67.8% | $11,426-94.0% |