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 9-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 | $217,626 | $133,958+62.5% | $112,228+93.9% | $134,475+61.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -7.24% | 47.11%-54.4pp | 27.45%-34.7pp | 417.96%-425.2pp |
| Employer contribution / active EE | $4,956 | $4,038+22.7% | $3,635+36.4% | $4,740+4.6% |
| Participant deferral / active EE | $9,989 | $5,291+88.8% | $4,728+111.3% | $6,400+56.1% |
| Admin fee / account holder | $3,115 | $7,489-58.4% | $6,410-51.4% | $11,426-72.7% |