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 | $197,706 | $133,958+47.6% | $112,228+76.2% | $134,475+47.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.38% | 47.11%-64.5pp | 27.45%-44.8pp | 417.96%-435.3pp |
| Employer contribution / active EE | $12,722 | $4,038+215.1% | $3,635+250.0% | $4,740+168.4% |
| Participant deferral / active EE | $7,971 | $5,291+50.7% | $4,728+68.6% | $6,400+24.5% |
| Admin fee / account holder | $72,381 | $7,489+866.5% | $6,410+1029.2% | $11,426+533.5% |