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 | $153,410 | $133,958+14.5% | $112,228+36.7% | $134,475+14.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.77% | 47.11%-59.9pp | 27.45%-40.2pp | 417.96%-430.7pp |
| Employer contribution / active EE | $7,328 | $4,038+81.5% | $3,635+101.6% | $4,740+54.6% |
| Participant deferral / active EE | $9,530 | $5,291+80.1% | $4,728+101.6% | $6,400+48.9% |
| Admin fee / account holder | $724 | $7,489-90.3% | $6,410-88.7% | $11,426-93.7% |