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 | $216,155 | $129,942+66.3% | $104,294+107.3% | $134,475+60.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.60% | 42.03%-59.6pp | 24.61%-42.2pp | 417.96%-435.6pp |
| Employer contribution / active EE | $17,884 | $4,184+327.4% | $3,372+430.4% | $4,740+277.3% |
| Participant deferral / active EE | $18,581 | $5,588+232.5% | $4,625+301.8% | $6,400+190.3% |
| Admin fee / account holder | $1,082 | $9,323-88.4% | $7,339-85.3% | $11,426-90.5% |