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 | $248,202 | $133,958+85.3% | $112,228+121.2% | $134,475+84.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.87% | 47.11%-63.0pp | 27.45%-43.3pp | 417.96%-433.8pp |
| Employer contribution / active EE | $24,092 | $4,038+496.6% | $3,635+562.9% | $4,740+408.3% |
| Participant deferral / active EE | $7,246 | $5,291+37.0% | $4,728+53.2% | $6,400+13.2% |
| Admin fee / account holder | $14,873 | $7,489+98.6% | $6,410+132.0% | $11,426+30.2% |