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 | $194,551 | $133,958+45.2% | $112,228+73.4% | $134,475+44.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.49% | 47.11%-62.6pp | 27.45%-42.9pp | 417.96%-433.5pp |
| Employer contribution / active EE | $5,339 | $4,038+32.2% | $3,635+46.9% | $4,740+12.6% |
| Participant deferral / active EE | $2,252 | $5,291-57.4% | $4,728-52.4% | $6,400-64.8% |
| Admin fee / account holder | $9,367 | $7,489+25.1% | $6,410+46.1% | $11,426-18.0% |