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 | $161,061 | $133,958+20.2% | $112,228+43.5% | $134,475+19.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.60% | 47.11%-63.7pp | 27.45%-44.0pp | 417.96%-434.6pp |
| Employer contribution / active EE | $9,654 | $4,038+139.1% | $3,635+165.6% | $4,740+103.7% |
| Participant deferral / active EE | $8,813 | $5,291+66.6% | $4,728+86.4% | $6,400+37.7% |
| Admin fee / account holder | $898 | $7,489-88.0% | $6,410-86.0% | $11,426-92.1% |