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 | $128,690 | $133,958-3.9% | $112,228+14.7% | $134,475-4.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.65% | 47.11%-63.8pp | 27.45%-44.1pp | 417.96%-434.6pp |
| Employer contribution / active EE | $8,974 | $4,038+122.2% | $3,635+146.9% | $4,740+89.3% |
| Participant deferral / active EE | $5,267 | $5,291-0.5% | $4,728+11.4% | $6,400-17.7% |
| Admin fee / account holder | $1,250 | $7,489-83.3% | $6,410-80.5% | $11,426-89.1% |