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 | $246,574 | $133,958+84.1% | $112,228+119.7% | $134,475+83.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.41% | 47.11%-67.5pp | 27.45%-47.9pp | 417.96%-438.4pp |
| Employer contribution / active EE | $3,066 | $4,038-24.1% | $3,635-15.7% | $4,740-35.3% |
| Participant deferral / active EE | $5,167 | $5,291-2.3% | $4,728+9.3% | $6,400-19.3% |
| Admin fee / account holder | $4,648 | $7,489-37.9% | $6,410-27.5% | $11,426-59.3% |