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 | $74,107 | $133,958-44.7% | $112,228-34.0% | $134,475-44.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.94% | 47.11%-65.1pp | 27.45%-45.4pp | 417.96%-435.9pp |
| Employer contribution / active EE | $7,283 | $4,038+80.4% | $3,635+100.4% | $4,740+53.7% |
| Participant deferral / active EE | $8,944 | $5,291+69.1% | $4,728+89.2% | $6,400+39.8% |
| Admin fee / account holder | $325 | $7,489-95.7% | $6,410-94.9% | $11,426-97.2% |