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 | $192,985 | $158,817+21.5% | $121,196+59.2% | $135,375+42.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -7.98% | -0.64%-7.3pp | 16.93%-24.9pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,250 | $5,665-60.3% | $4,022-44.1% | $4,779-52.9% |
| Participant deferral / active EE | $22,175 | $4,005+453.7% | $3,344+563.0% | $5,609+295.4% |
| Admin fee / account holder | $2,305 | $6,512-64.6% | $5,019-54.1% | $10,827-78.7% |