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 | $159,547 | $92,703+72.1% | $82,719+92.9% | $134,475+18.6% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -18.67% | 944.92%-963.6pp | 701.18%-719.8pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,715 | $3,274-17.1% | $3,009-9.8% | $4,740-42.7% |
| Participant deferral / active EE | $5,943 | $4,802+23.8% | $4,395+35.2% | $6,400-7.1% |
| Admin fee / account holder | $3,951 | $5,983-34.0% | $5,329-25.8% | $11,426-65.4% |