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 | $197,562 | $95,971+105.9% | $74,550+165.0% | $135,375+45.9% |
| Participation rate | 90.9% | 75.7%+15.3pp | 69.1%+21.8pp | 82.6%+8.3pp |
| Annual return | -7.31% | 56.96%-64.3pp | 32.53%-39.8pp | 519.73%-527.0pp |
| Employer contribution / active EE | $9,287 | $2,716+241.9% | $1,961+373.6% | $4,779+94.3% |
| Participant deferral / active EE | $11,183 | $3,843+191.0% | $3,108+259.8% | $5,609+99.4% |
| Admin fee / account holder | $1,220 | $6,522-81.3% | $5,060-75.9% | $10,827-88.7% |