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 | $224,650 | $129,942+72.9% | $104,294+115.4% | $134,475+67.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -14.80% | 42.03%-56.8pp | 24.61%-39.4pp | 417.96%-432.8pp |
| Employer contribution / active EE | $30,954 | $4,184+639.8% | $3,372+818.1% | $4,740+553.1% |
| Participant deferral / active EE | $14,300 | $5,588+155.9% | $4,625+209.2% | $6,400+123.4% |
| Admin fee / account holder | $2,229 | $9,323-76.1% | $7,339-69.6% | $11,426-80.5% |