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 | $220,177 | $133,958+64.4% | $112,228+96.2% | $134,475+63.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.95% | 47.11%-63.1pp | 27.45%-43.4pp | 417.96%-433.9pp |
| Employer contribution / active EE | $4,282 | $4,038+6.0% | $3,635+17.8% | $4,740-9.7% |
| Participant deferral / active EE | $12,470 | $5,291+135.7% | $4,728+163.7% | $6,400+94.8% |
| Admin fee / account holder | $98,744 | $7,489+1218.6% | $6,410+1440.5% | $11,426+764.2% |