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 | $162,498 | $92,703+75.3% | $82,719+96.4% | $134,475+20.8% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -11.21% | 944.92%-956.1pp | 701.18%-712.4pp | 417.96%-429.2pp |
| Employer contribution / active EE | $6,070 | $3,274+85.4% | $3,009+101.7% | $4,740+28.1% |
| Participant deferral / active EE | $12,335 | $4,802+156.9% | $4,395+180.7% | $6,400+92.7% |
| Admin fee / account holder | $45,967 | $5,983+668.4% | $5,329+762.6% | $11,426+302.3% |