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 | $214,171 | $100,754+112.6% | $86,677+147.1% | $134,475+59.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -11.83% | 29.04%-40.9pp | 35.91%-47.7pp | 417.96%-429.8pp |
| Employer contribution / active EE | $5,765 | $3,489+65.2% | $2,836+103.2% | $4,740+21.6% |
| Participant deferral / active EE | $8,610 | $5,338+61.3% | $4,656+84.9% | $6,400+34.5% |
| Admin fee / account holder | $411 | $10,926-96.2% | $7,493-94.5% | $11,426-96.4% |