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 | $175,893 | $133,958+31.3% | $112,228+56.7% | $134,475+30.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.92% | 47.11%-65.0pp | 27.45%-45.4pp | 417.96%-435.9pp |
| Employer contribution / active EE | $9,665 | $4,038+139.3% | $3,635+165.9% | $4,740+103.9% |
| Participant deferral / active EE | $7,226 | $5,291+36.6% | $4,728+52.8% | $6,400+12.9% |
| Admin fee / account holder | $2,009 | $7,489-73.2% | $6,410-68.7% | $11,426-82.4% |