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 | $165,957 | $106,543+55.8% | $91,220+81.9% | $134,475+23.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -14.13% | 160.60%-174.7pp | 114.01%-128.1pp | 417.96%-432.1pp |
| Employer contribution / active EE | $7,895 | $3,331+137.0% | $2,850+177.0% | $4,740+66.6% |
| Participant deferral / active EE | $6,266 | $4,719+32.8% | $4,234+48.0% | $6,400-2.1% |
| Admin fee / account holder | $3,498 | $6,231-43.9% | $5,420-35.5% | $11,426-69.4% |