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 6-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 | $178,024 | $133,958+32.9% | $112,228+58.6% | $134,475+32.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.09% | 47.11%-65.2pp | 27.45%-45.5pp | 417.96%-436.1pp |
| Employer contribution / active EE | $16,243 | $4,038+302.3% | $3,635+346.9% | $4,740+242.7% |
| Participant deferral / active EE | $20,500 | $5,291+287.5% | $4,728+333.6% | $6,400+220.3% |
| Admin fee / account holder | $2,012 | $7,489-73.1% | $6,410-68.6% | $11,426-82.4% |