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 9-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 | $191,932 | $152,509+25.8% | $117,472+63.4% | $134,475+42.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.39% | 52.99%-65.4pp | 29.74%-42.1pp | 417.96%-430.4pp |
| Employer contribution / active EE | $5,150 | $5,571-7.6% | $4,176+23.3% | $4,740+8.7% |
| Participant deferral / active EE | $8,254 | $4,818+71.3% | $4,070+102.8% | $6,400+29.0% |
| Admin fee / account holder | $529 | $7,004-92.5% | $5,645-90.6% | $11,426-95.4% |