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 | $218,438 | $133,958+63.1% | $112,228+94.6% | $134,475+62.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -7.52% | 47.11%-54.6pp | 27.45%-35.0pp | 417.96%-425.5pp |
| Employer contribution / active EE | $1,191 | $4,038-70.5% | $3,635-67.2% | $4,740-74.9% |
| Participant deferral / active EE | $11,640 | $5,291+120.0% | $4,728+146.2% | $6,400+81.9% |
| Admin fee / account holder | $1,697 | $7,489-77.3% | $6,410-73.5% | $11,426-85.1% |