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 | $178,611 | $133,958+33.3% | $112,228+59.1% | $134,475+32.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.22% | 47.11%-65.3pp | 27.45%-45.7pp | 417.96%-436.2pp |
| Employer contribution / active EE | $7,782 | $4,038+92.7% | $3,635+114.1% | $4,740+64.2% |
| Participant deferral / active EE | $4,545 | $5,291-14.1% | $4,728-3.9% | $6,400-29.0% |
| Admin fee / account holder | $55,026 | $7,489+634.8% | $6,410+758.4% | $11,426+381.6% |