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 | $186,470 | $152,509+22.3% | $117,472+58.7% | $134,475+38.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -11.64% | 52.99%-64.6pp | 29.74%-41.4pp | 417.96%-429.6pp |
| Employer contribution / active EE | $61,000 | $5,571+995.0% | $4,176+1360.7% | $4,740+1187.0% |
| Participant deferral / active EE | $6,500 | $4,818+34.9% | $4,070+59.7% | $6,400+1.6% |
| Admin fee / account holder | $1,257 | $7,004-82.1% | $5,645-77.7% | $11,426-89.0% |