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 8-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 | $205,461 | $129,942+58.1% | $104,294+97.0% | $134,475+52.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -10.01% | 42.03%-52.0pp | 24.61%-34.6pp | 417.96%-428.0pp |
| Employer contribution / active EE | $7,649 | $4,184+82.8% | $3,372+126.9% | $4,740+61.4% |
| Participant deferral / active EE | $7,407 | $5,588+32.6% | $4,625+60.1% | $6,400+15.7% |
| Admin fee / account holder | $24,026 | $9,323+157.7% | $7,339+227.4% | $11,426+110.3% |