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 | $153,144 | $133,958+14.3% | $112,228+36.5% | $134,475+13.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.72% | 47.11%-66.8pp | 27.45%-47.2pp | 417.96%-437.7pp |
| Employer contribution / active EE | $5,260 | $4,038+30.3% | $3,635+44.7% | $4,740+11.0% |
| Participant deferral / active EE | $13,211 | $5,291+149.7% | $4,728+179.4% | $6,400+106.4% |
| Admin fee / account holder | $15,954 | $7,489+113.0% | $6,410+148.9% | $11,426+39.6% |