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 | $235,251 | $133,958+75.6% | $112,228+109.6% | $134,475+74.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.47% | 47.11%-64.6pp | 27.45%-44.9pp | 417.96%-435.4pp |
| Employer contribution / active EE | $15,596 | $4,038+286.2% | $3,635+329.1% | $4,740+229.1% |
| Participant deferral / active EE | $7,896 | $5,291+49.2% | $4,728+67.0% | $6,400+23.4% |
| Admin fee / account holder | $1,256 | $7,489-83.2% | $6,410-80.4% | $11,426-89.0% |