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 5-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 | $96,016 | $133,958-28.3% | $112,228-14.4% | $134,475-28.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.05% | 47.11%-59.2pp | 27.45%-39.5pp | 417.96%-430.0pp |
| Employer contribution / active EE | $10,219 | $4,038+153.1% | $3,635+181.2% | $4,740+115.6% |
| Participant deferral / active EE | $7,281 | $5,291+37.6% | $4,728+54.0% | $6,400+13.8% |
| Admin fee / account holder | $969 | $7,489-87.1% | $6,410-84.9% | $11,426-91.5% |