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 | $187,215 | $133,958+39.8% | $112,228+66.8% | $134,475+39.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.90% | 47.11%-66.0pp | 27.45%-46.3pp | 417.96%-436.9pp |
| Employer contribution / active EE | $7,174 | $4,038+77.7% | $3,635+97.4% | $4,740+51.4% |
| Participant deferral / active EE | $6,061 | $5,291+14.6% | $4,728+28.2% | $6,400-5.3% |
| Admin fee / account holder | $6,342 | $7,489-15.3% | $6,410-1.1% | $11,426-44.5% |