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 | $212,165 | $129,942+63.3% | $104,294+103.4% | $134,475+57.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -7.04% | 42.03%-49.1pp | 24.61%-31.6pp | 417.96%-425.0pp |
| Employer contribution / active EE | $8,604 | $4,184+105.6% | $3,372+155.2% | $4,740+81.5% |
| Participant deferral / active EE | $5,200 | $5,588-6.9% | $4,625+12.4% | $6,400-18.7% |
| Admin fee / account holder | $1,108 | $9,323-88.1% | $7,339-84.9% | $11,426-90.3% |