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 | $148,534 | $133,958+10.9% | $112,228+32.4% | $134,475+10.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.69% | 47.11%-61.8pp | 27.45%-42.1pp | 417.96%-432.7pp |
| Employer contribution / active EE | $5,254 | $4,038+30.1% | $3,635+44.5% | $4,740+10.8% |
| Participant deferral / active EE | $12,844 | $5,291+142.8% | $4,728+171.7% | $6,400+100.7% |
| Admin fee / account holder | $545 | $7,489-92.7% | $6,410-91.5% | $11,426-95.2% |