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 | $160,469 | $133,958+19.8% | $112,228+43.0% | $134,475+19.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -9.99% | 47.11%-57.1pp | 27.45%-37.4pp | 417.96%-428.0pp |
| Employer contribution / active EE | $6,081 | $4,038+50.6% | $3,635+67.3% | $4,740+28.3% |
| Participant deferral / active EE | $12,802 | $5,291+142.0% | $4,728+170.8% | $6,400+100.0% |
| Admin fee / account holder | $1,903 | $7,489-74.6% | $6,410-70.3% | $11,426-83.3% |