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 | $139,898 | $133,958+4.4% | $112,228+24.7% | $134,475+4.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -7.57% | 47.11%-54.7pp | 27.45%-35.0pp | 417.96%-425.5pp |
| Employer contribution / active EE | $4,905 | $4,038+21.5% | $3,635+35.0% | $4,740+3.5% |
| Participant deferral / active EE | $18,640 | $5,291+252.3% | $4,728+294.2% | $6,400+191.3% |
| Admin fee / account holder | $66,725 | $7,489+791.0% | $6,410+940.9% | $11,426+484.0% |