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 | $167,390 | $129,942+28.8% | $104,294+60.5% | $134,475+24.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -4.98% | 42.03%-47.0pp | 24.61%-29.6pp | 417.96%-422.9pp |
| Employer contribution / active EE | $11,230 | $4,184+168.4% | $3,372+233.1% | $4,740+136.9% |
| Participant deferral / active EE | $4,454 | $5,588-20.3% | $4,625-3.7% | $6,400-30.4% |
| Admin fee / account holder | $4,160 | $9,323-55.4% | $7,339-43.3% | $11,426-63.6% |