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 | $231,137 | $133,958+72.5% | $112,228+106.0% | $134,475+71.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.66% | 47.11%-66.8pp | 27.45%-47.1pp | 417.96%-437.6pp |
| Employer contribution / active EE | $8,347 | $4,038+106.7% | $3,635+129.7% | $4,740+76.1% |
| Participant deferral / active EE | $7,758 | $5,291+46.6% | $4,728+64.1% | $6,400+21.2% |
| Admin fee / account holder | $3,980 | $7,489-46.8% | $6,410-37.9% | $11,426-65.2% |