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 | $123,242 | $100,754+22.3% | $86,677+42.2% | $134,475-8.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -6.94% | 29.04%-36.0pp | 35.91%-42.8pp | 417.96%-424.9pp |
| Employer contribution / active EE | $10,707 | $3,489+206.9% | $2,836+277.5% | $4,740+125.9% |
| Participant deferral / active EE | $23,750 | $5,338+344.9% | $4,656+410.1% | $6,400+271.1% |
| Admin fee / account holder | $433,751 | $10,926+3869.8% | $7,493+5688.5% | $11,426+3696.2% |