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 | $225,189 | $133,958+68.1% | $112,228+100.7% | $134,475+67.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.10% | 47.11%-59.2pp | 27.45%-39.5pp | 417.96%-430.1pp |
| Employer contribution / active EE | $25,754 | $4,038+537.8% | $3,635+608.6% | $4,740+443.4% |
| Participant deferral / active EE | $6,844 | $5,291+29.4% | $4,728+44.7% | $6,400+6.9% |
| Admin fee / account holder | $205,859 | $7,489+2649.0% | $6,410+3111.5% | $11,426+1701.7% |