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 | $139,743 | $133,958+4.3% | $112,228+24.5% | $134,475+3.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.15% | 47.11%-64.3pp | 27.45%-44.6pp | 417.96%-435.1pp |
| Employer contribution / active EE | $12,248 | $4,038+203.3% | $3,635+237.0% | $4,740+158.4% |
| Participant deferral / active EE | $7,417 | $5,291+40.2% | $4,728+56.9% | $6,400+15.9% |
| Admin fee / account holder | $1,497 | $7,489-80.0% | $6,410-76.6% | $11,426-86.9% |