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 | $221,214 | $106,543+107.6% | $91,220+142.5% | $134,475+64.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -15.90% | 160.60%-176.5pp | 114.01%-129.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $4,439 | $3,331+33.3% | $2,850+55.7% | $4,740-6.3% |
| Participant deferral / active EE | $17,599 | $4,719+273.0% | $4,234+315.7% | $6,400+175.0% |
| Admin fee / account holder | $7,748 | $6,231+24.4% | $5,420+43.0% | $11,426-32.2% |