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 | $191,303 | $133,958+42.8% | $112,228+70.5% | $134,475+42.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.02% | 47.11%-61.1pp | 27.45%-41.5pp | 417.96%-432.0pp |
| Employer contribution / active EE | $6,292 | $4,038+55.8% | $3,635+73.1% | $4,740+32.8% |
| Participant deferral / active EE | $16,522 | $5,291+212.3% | $4,728+249.5% | $6,400+158.2% |
| Admin fee / account holder | $88,908 | $7,489+1087.2% | $6,410+1287.0% | $11,426+678.1% |