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 6-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 | $162,118 | $129,942+24.8% | $104,294+55.4% | $134,475+20.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -16.81% | 42.03%-58.8pp | 24.61%-41.4pp | 417.96%-434.8pp |
| Employer contribution / active EE | $24,741 | $4,184+491.3% | $3,372+633.8% | $4,740+422.0% |
| Participant deferral / active EE | $15,200 | $5,588+172.0% | $4,625+228.6% | $6,400+137.5% |
| Admin fee / account holder | $4,178 | $9,323-55.2% | $7,339-43.1% | $11,426-63.4% |