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 | $222,174 | $129,942+71.0% | $104,294+113.0% | $134,475+65.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.12% | 42.03%-59.2pp | 24.61%-41.7pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,498 | $4,184-40.3% | $3,372-25.9% | $4,740-47.3% |
| Participant deferral / active EE | $9,942 | $5,588+77.9% | $4,625+115.0% | $6,400+55.4% |
| Admin fee / account holder | $2,477 | $9,323-73.4% | $7,339-66.2% | $11,426-78.3% |