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 | $236,719 | $133,958+76.7% | $112,228+110.9% | $134,475+76.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -6.04% | 47.11%-53.2pp | 27.45%-33.5pp | 417.96%-424.0pp |
| Employer contribution / active EE | $2,715 | $4,038-32.8% | $3,635-25.3% | $4,740-42.7% |
| Participant deferral / active EE | $7,646 | $5,291+44.5% | $4,728+61.7% | $6,400+19.5% |
| Admin fee / account holder | $25,796 | $7,489+244.5% | $6,410+302.4% | $11,426+125.8% |