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 | $227,272 | $106,543+113.3% | $91,220+149.1% | $134,475+69.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.69% | 160.60%-177.3pp | 114.01%-130.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,947 | $3,331-11.5% | $2,850+3.4% | $4,740-37.8% |
| Participant deferral / active EE | $10,613 | $4,719+124.9% | $4,234+150.7% | $6,400+65.8% |
| Admin fee / account holder | $1,185 | $6,231-81.0% | $5,420-78.1% | $11,426-89.6% |