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 7-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 | $149,361 | $129,942+14.9% | $104,294+43.2% | $134,475+11.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -16.39% | 42.03%-58.4pp | 24.61%-41.0pp | 417.96%-434.4pp |
| Employer contribution / active EE | $7,087 | $4,184+69.4% | $3,372+110.2% | $4,740+49.5% |
| Participant deferral / active EE | $12,662 | $5,588+126.6% | $4,625+173.8% | $6,400+97.9% |
| Admin fee / account holder | $59,581 | $9,323+539.1% | $7,339+711.8% | $11,426+421.5% |