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 | $148,595 | $152,509-2.6% | $117,472+26.5% | $134,475+10.5% |
| Participation rate | 92.3% | 77.1%+15.2pp | 70.6%+21.7pp | 81.2%+11.1pp |
| Annual return | -12.51% | 52.99%-65.5pp | 29.74%-42.2pp | 417.96%-430.5pp |
| Employer contribution / active EE | $4,773 | $5,571-14.3% | $4,176+14.3% | $4,740+0.7% |
| Participant deferral / active EE | $6,823 | $4,818+41.6% | $4,070+67.6% | $6,400+6.6% |
| Admin fee / account holder | $90,270 | $7,004+1188.9% | $5,645+1499.2% | $11,426+690.0% |