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 | $76,589 | $67,331+13.7% | $60,874+25.8% | $134,475-43.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -7.19% | 49.93%-57.1pp | 16.90%-24.1pp | 417.96%-425.2pp |
| Employer contribution / active EE | $5,678 | $3,096+83.4% | $2,701+110.2% | $4,740+19.8% |
| Participant deferral / active EE | $7,993 | $4,538+76.1% | $3,817+109.4% | $6,400+24.9% |
| Admin fee / account holder | $10,218 | $4,582+123.0% | $3,224+216.9% | $11,426-10.6% |