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 | $146,565 | $133,958+9.4% | $112,228+30.6% | $134,475+9.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.71% | 47.11%-61.8pp | 27.45%-42.2pp | 417.96%-432.7pp |
| Employer contribution / active EE | $8,138 | $4,038+101.5% | $3,635+123.9% | $4,740+71.7% |
| Participant deferral / active EE | $6,871 | $5,291+29.9% | $4,728+45.3% | $6,400+7.4% |
| Admin fee / account holder | $397 | $7,489-94.7% | $6,410-93.8% | $11,426-96.5% |