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 | $88,374 | $92,703-4.7% | $82,719+6.8% | $134,475-34.3% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -9.55% | 944.92%-954.5pp | 701.18%-710.7pp | 417.96%-427.5pp |
| Employer contribution / active EE | $7,558 | $3,274+130.8% | $3,009+151.2% | $4,740+59.5% |
| Participant deferral / active EE | $6,709 | $4,802+39.7% | $4,395+52.6% | $6,400+4.8% |
| Admin fee / account holder | $42,640 | $5,983+612.8% | $5,329+700.2% | $11,426+273.2% |