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 | $210,240 | $129,942+61.8% | $104,294+101.6% | $134,475+56.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.24% | 42.03%-60.3pp | 24.61%-42.8pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,423 | $4,184-42.1% | $3,372-28.1% | $4,740-48.9% |
| Participant deferral / active EE | $8,505 | $5,588+52.2% | $4,625+83.9% | $6,400+32.9% |
| Admin fee / account holder | $1,785 | $9,323-80.9% | $7,339-75.7% | $11,426-84.4% |