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 | $164,880 | $133,958+23.1% | $112,228+46.9% | $134,475+22.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.61% | 47.11%-64.7pp | 27.45%-45.1pp | 417.96%-435.6pp |
| Employer contribution / active EE | $12,018 | $4,038+197.6% | $3,635+230.7% | $4,740+153.6% |
| Participant deferral / active EE | $19,160 | $5,291+262.2% | $4,728+305.2% | $6,400+199.4% |
| Admin fee / account holder | $22,359 | $7,489+198.6% | $6,410+248.8% | $11,426+95.7% |