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 | $166,258 | $133,958+24.1% | $112,228+48.1% | $134,475+23.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.76% | 47.11%-57.9pp | 27.45%-38.2pp | 417.96%-428.7pp |
| Employer contribution / active EE | $19,745 | $4,038+389.0% | $3,635+443.3% | $4,740+316.6% |
| Participant deferral / active EE | $18,120 | $5,291+242.5% | $4,728+283.2% | $6,400+183.1% |
| Admin fee / account holder | $110,549 | $7,489+1376.2% | $6,410+1624.6% | $11,426+867.5% |