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 | $207,474 | $92,703+123.8% | $82,719+150.8% | $134,475+54.3% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -16.79% | 944.92%-961.7pp | 701.18%-718.0pp | 417.96%-434.8pp |
| Employer contribution / active EE | $3,364 | $3,274+2.7% | $3,009+11.8% | $4,740-29.0% |
| Participant deferral / active EE | $7,616 | $4,802+58.6% | $4,395+73.3% | $6,400+19.0% |
| Admin fee / account holder | $749 | $5,983-87.5% | $5,329-85.9% | $11,426-93.4% |