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 | $214,045 | $133,958+59.8% | $112,228+90.7% | $134,475+59.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.69% | 47.11%-59.8pp | 27.45%-40.1pp | 417.96%-430.7pp |
| Employer contribution / active EE | $3,494 | $4,038-13.5% | $3,635-3.9% | $4,740-26.3% |
| Participant deferral / active EE | $7,864 | $5,291+48.6% | $4,728+66.3% | $6,400+22.9% |
| Admin fee / account holder | $14,625 | $7,489+95.3% | $6,410+128.2% | $11,426+28.0% |