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 | $112,172 | $95,971+16.9% | $74,550+50.5% | $135,375-17.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.76% | 56.96%-62.7pp | 32.53%-38.3pp | 519.73%-525.5pp |
| Employer contribution / active EE | $4,608 | $2,716+69.7% | $1,961+135.0% | $4,779-3.6% |
| Participant deferral / active EE | $6,079 | $3,843+58.2% | $3,108+95.6% | $5,609+8.4% |
| Admin fee / account holder | $6,872 | $6,522+5.4% | $5,060+35.8% | $10,827-36.5% |