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 | $230,373 | $133,958+72.0% | $112,228+105.3% | $134,475+71.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.36% | 47.11%-61.5pp | 27.45%-41.8pp | 417.96%-432.3pp |
| Employer contribution / active EE | $3,789 | $4,038-6.2% | $3,635+4.3% | $4,740-20.1% |
| Participant deferral / active EE | $8,734 | $5,291+65.1% | $4,728+84.7% | $6,400+36.5% |
| Admin fee / account holder | $1,910 | $7,489-74.5% | $6,410-70.2% | $11,426-83.3% |