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 | $226,672 | $152,509+48.6% | $117,472+93.0% | $134,475+68.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.82% | 52.99%-71.8pp | 29.74%-48.6pp | 417.96%-436.8pp |
| Employer contribution / active EE | $8,554 | $5,571+53.6% | $4,176+104.8% | $4,740+80.5% |
| Participant deferral / active EE | $6,252 | $4,818+29.8% | $4,070+53.6% | $6,400-2.3% |
| Admin fee / account holder | $1,367 | $7,004-80.5% | $5,645-75.8% | $11,426-88.0% |