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 | $240,475 | $133,958+79.5% | $112,228+114.3% | $134,475+78.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.10% | 47.11%-64.2pp | 27.45%-44.5pp | 417.96%-435.1pp |
| Employer contribution / active EE | $4,496 | $4,038+11.3% | $3,635+23.7% | $4,740-5.1% |
| Participant deferral / active EE | $2,100 | $5,291-60.3% | $4,728-55.6% | $6,400-67.2% |
| Admin fee / account holder | $4,380 | $7,489-41.5% | $6,410-31.7% | $11,426-61.7% |