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 | $242,635 | $133,958+81.1% | $112,228+116.2% | $134,475+80.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.39% | 47.11%-65.5pp | 27.45%-45.8pp | 417.96%-436.4pp |
| Employer contribution / active EE | $7,873 | $4,038+95.0% | $3,635+116.6% | $4,740+66.1% |
| Participant deferral / active EE | $14,059 | $5,291+165.7% | $4,728+197.4% | $6,400+119.7% |
| Admin fee / account holder | $528 | $7,489-92.9% | $6,410-91.8% | $11,426-95.4% |