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 | $205,788 | $133,958+53.6% | $112,228+83.4% | $134,475+53.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -9.35% | 47.11%-56.5pp | 27.45%-36.8pp | 417.96%-427.3pp |
| Employer contribution / active EE | $4,603 | $4,038+14.0% | $3,635+26.7% | $4,740-2.9% |
| Participant deferral / active EE | $13,932 | $5,291+163.3% | $4,728+194.7% | $6,400+117.7% |
| Admin fee / account holder | $683 | $7,489-90.9% | $6,410-89.3% | $11,426-94.0% |