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 | $209,639 | $133,983+56.5% | $112,244+86.8% | $134,493+55.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.71% | 47.13%-62.8pp | 27.46%-43.2pp | 418.01%-433.7pp |
| Employer contribution / active EE | $10,710 | $4,039+165.2% | $3,635+194.6% | $4,740+125.9% |
| Participant deferral / active EE | $7,531 | $5,291+42.3% | $4,728+59.3% | $6,400+17.7% |
| Admin fee / account holder | $760 | $7,490-89.9% | $6,411-88.1% | $11,425-93.3% |