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 9-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 | $223,559 | $99,032+125.7% | $80,019+179.4% | $135,375+65.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.66% | 15.39%-22.0pp | 11.22%-17.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $7,092 | $3,043+133.0% | $2,468+187.4% | $4,779+48.4% |
| Participant deferral / active EE | $7,092 | $4,282+65.6% | $3,686+92.4% | $5,609+26.4% |
| Admin fee / account holder | $380 | $10,436-96.4% | $6,521-94.2% | $10,827-96.5% |