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 | $175,646 | $92,703+89.5% | $82,719+112.3% | $134,475+30.6% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -12.43% | 944.92%-957.3pp | 701.18%-713.6pp | 417.96%-430.4pp |
| Employer contribution / active EE | $12,822 | $3,274+291.7% | $3,009+326.1% | $4,740+170.5% |
| Participant deferral / active EE | $5,324 | $4,802+10.9% | $4,395+21.1% | $6,400-16.8% |
| Admin fee / account holder | $67,878 | $5,983+1034.6% | $5,329+1173.8% | $11,426+494.1% |