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 | $34,482 | $133,958-74.3% | $112,228-69.3% | $134,475-74.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.53% | 47.11%-65.6pp | 27.45%-46.0pp | 417.96%-436.5pp |
| Employer contribution / active EE | $13,199 | $4,038+226.9% | $3,635+263.1% | $4,740+178.5% |
| Participant deferral / active EE | $2,918 | $5,291-44.8% | $4,728-38.3% | $6,400-54.4% |
| Admin fee / account holder | $11,843 | $7,489+58.1% | $6,410+84.8% | $11,426+3.6% |