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 | $219,586 | $93,024+136.1% | $77,024+185.1% | $134,475+63.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.79% | 62.60%-82.4pp | 42.32%-62.1pp | 417.96%-437.8pp |
| Employer contribution / active EE | $16,442 | $3,418+381.1% | $2,812+484.7% | $4,740+246.9% |
| Participant deferral / active EE | $12,874 | $5,238+145.8% | $4,426+190.8% | $6,400+101.2% |
| Admin fee / account holder | $1,299 | $6,944-81.3% | $5,425-76.1% | $11,426-88.6% |