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 | $198,950 | $133,958+48.5% | $112,228+77.3% | $134,475+47.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -9.37% | 47.11%-56.5pp | 27.45%-36.8pp | 417.96%-427.3pp |
| Employer contribution / active EE | $2,891 | $4,038-28.4% | $3,635-20.4% | $4,740-39.0% |
| Participant deferral / active EE | $15,618 | $5,291+195.2% | $4,728+230.3% | $6,400+144.0% |
| Admin fee / account holder | $19,830 | $7,489+164.8% | $6,410+209.4% | $11,426+73.6% |