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 | $212,599 | $133,958+58.7% | $112,228+89.4% | $134,475+58.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -2.76% | 47.11%-49.9pp | 27.45%-30.2pp | 417.96%-420.7pp |
| Employer contribution / active EE | $2,173 | $4,038-46.2% | $3,635-40.2% | $4,740-54.1% |
| Participant deferral / active EE | $4,264 | $5,291-19.4% | $4,728-9.8% | $6,400-33.4% |
| Admin fee / account holder | $14,321 | $7,489+91.2% | $6,410+123.4% | $11,426+25.3% |