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 | $129,326 | $129,942-0.5% | $104,294+24.0% | $134,475-3.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -14.15% | 42.03%-56.2pp | 24.61%-38.8pp | 417.96%-432.1pp |
| Employer contribution / active EE | $4,363 | $4,184+4.3% | $3,372+29.4% | $4,740-8.0% |
| Participant deferral / active EE | $17,653 | $5,588+215.9% | $4,625+281.7% | $6,400+175.8% |
| Admin fee / account holder | $74,678 | $9,323+701.0% | $7,339+917.5% | $11,426+553.6% |