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 | $207,421 | $95,971+116.1% | $74,550+178.2% | $135,375+53.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -1.93% | 56.96%-58.9pp | 32.53%-34.5pp | 519.73%-521.7pp |
| Employer contribution / active EE | $2,174 | $2,716-20.0% | $1,961+10.9% | $4,779-54.5% |
| Participant deferral / active EE | $1,940 | $3,843-49.5% | $3,108-37.6% | $5,609-65.4% |
| Admin fee / account holder | $10,897 | $6,522+67.1% | $5,060+115.4% | $10,827+0.6% |