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 | $190,524 | $99,032+92.4% | $80,019+138.1% | $135,375+40.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -8.13% | 15.39%-23.5pp | 11.22%-19.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $3,461 | $3,043+13.7% | $2,468+40.2% | $4,779-27.6% |
| Participant deferral / active EE | $12,322 | $4,282+187.8% | $3,686+234.3% | $5,609+119.7% |
| Admin fee / account holder | $27,295 | $10,436+161.5% | $6,521+318.6% | $10,827+152.1% |