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 5-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 | $167,541 | $133,958+25.1% | $112,228+49.3% | $134,475+24.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.14% | 47.11%-60.3pp | 27.45%-40.6pp | 417.96%-431.1pp |
| Employer contribution / active EE | $20,287 | $4,038+402.4% | $3,635+458.2% | $4,740+328.0% |
| Participant deferral / active EE | $3,817 | $5,291-27.9% | $4,728-19.3% | $6,400-40.4% |
| Admin fee / account holder | $83,819 | $7,489+1019.3% | $6,410+1207.6% | $11,426+633.6% |