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 | $233,353 | $95,971+143.1% | $74,550+213.0% | $135,375+72.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 1.10% | 56.96%-55.9pp | 32.53%-31.4pp | 519.73%-518.6pp |
| Employer contribution / active EE | $1,765 | $2,716-35.0% | $1,961-10.0% | $4,779-63.1% |
| Participant deferral / active EE | $7,603 | $3,843+97.8% | $3,108+144.6% | $5,609+35.5% |
| Admin fee / account holder | $988 | $6,522-84.8% | $5,060-80.5% | $10,827-90.9% |