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 | $211,001 | $133,958+57.5% | $112,228+88.0% | $134,475+56.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.25% | 47.11%-62.4pp | 27.45%-42.7pp | 417.96%-433.2pp |
| Employer contribution / active EE | $5,188 | $4,038+28.5% | $3,635+42.7% | $4,740+9.5% |
| Participant deferral / active EE | $2,825 | $5,291-46.6% | $4,728-40.2% | $6,400-55.9% |
| Admin fee / account holder | $1,245 | $7,489-83.4% | $6,410-80.6% | $11,426-89.1% |