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 | $170,928 | $133,958+27.6% | $112,228+52.3% | $134,475+27.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.38% | 47.11%-60.5pp | 27.45%-40.8pp | 417.96%-431.3pp |
| Employer contribution / active EE | $2,846 | $4,038-29.5% | $3,635-21.7% | $4,740-39.9% |
| Participant deferral / active EE | $6,103 | $5,291+15.4% | $4,728+29.1% | $6,400-4.6% |
| Admin fee / account holder | $1,174 | $7,489-84.3% | $6,410-81.7% | $11,426-89.7% |