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 | $139,360 | $133,958+4.0% | $112,228+24.2% | $134,475+3.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.44% | 47.11%-60.6pp | 27.45%-40.9pp | 417.96%-431.4pp |
| Employer contribution / active EE | $7,027 | $4,038+74.0% | $3,635+93.3% | $4,740+48.3% |
| Participant deferral / active EE | $4,823 | $5,291-8.8% | $4,728+2.0% | $6,400-24.6% |
| Admin fee / account holder | $350 | $7,489-95.3% | $6,410-94.5% | $11,426-96.9% |