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 4-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 | $239,675 | $133,958+78.9% | $112,228+113.6% | $134,475+78.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.92% | 47.11%-63.0pp | 27.45%-43.4pp | 417.96%-433.9pp |
| Employer contribution / active EE | $5,940 | $4,038+47.1% | $3,635+63.4% | $4,740+25.3% |
| Participant deferral / active EE | $9,844 | $5,291+86.1% | $4,728+108.2% | $6,400+53.8% |
| Admin fee / account holder | $21,374 | $7,489+185.4% | $6,410+233.4% | $11,426+87.1% |