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 | $203,061 | $117,690+72.5% | $71,735+183.1% | $134,475+51.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -11.56% | 25.44%-37.0pp | 9.14%-20.7pp | 417.96%-429.5pp |
| Employer contribution / active EE | $8,333 | $2,525+230.1% | $1,704+389.1% | $4,740+75.8% |
| Participant deferral / active EE | $9,000 | $3,759+139.4% | $2,658+238.6% | $6,400+40.6% |
| Admin fee / account holder | $1,323 | $6,379-79.3% | $3,974-66.7% | $11,426-88.4% |