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 | $128,433 | $152,509-15.8% | $117,472+9.3% | $134,475-4.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.39% | 52.99%-72.4pp | 29.74%-49.1pp | 417.96%-437.4pp |
| Employer contribution / active EE | $3,364 | $5,571-39.6% | $4,176-19.4% | $4,740-29.0% |
| Participant deferral / active EE | $3,364 | $4,818-30.2% | $4,070-17.4% | $6,400-47.4% |
| Admin fee / account holder | $680 | $7,004-90.3% | $5,645-88.0% | $11,426-94.1% |