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 | $216,207 | $133,958+61.4% | $112,228+92.6% | $134,475+60.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.34% | 47.11%-58.5pp | 27.45%-38.8pp | 417.96%-429.3pp |
| Employer contribution / active EE | $13,101 | $4,038+224.5% | $3,635+260.5% | $4,740+176.4% |
| Participant deferral / active EE | $7,712 | $5,291+45.8% | $4,728+63.1% | $6,400+20.5% |
| Admin fee / account holder | $794 | $7,489-89.4% | $6,410-87.6% | $11,426-93.0% |