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 | $249,812 | $152,509+63.8% | $117,472+112.7% | $134,475+85.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.45% | 52.99%-70.4pp | 29.74%-47.2pp | 417.96%-435.4pp |
| Employer contribution / active EE | $16,569 | $5,571+197.4% | $4,176+296.8% | $4,740+249.6% |
| Participant deferral / active EE | $18,867 | $4,818+291.6% | $4,070+363.5% | $6,400+194.8% |
| Admin fee / account holder | $2,640 | $7,004-62.3% | $5,645-53.2% | $11,426-76.9% |