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 | $120,565 | $133,958-10.0% | $112,228+7.4% | $134,475-10.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.68% | 47.11%-61.8pp | 27.45%-42.1pp | 417.96%-432.6pp |
| Employer contribution / active EE | $15,447 | $4,038+282.5% | $3,635+325.0% | $4,740+225.9% |
| Participant deferral / active EE | $9,657 | $5,291+82.5% | $4,728+104.2% | $6,400+50.9% |
| Admin fee / account holder | $1,307 | $7,489-82.5% | $6,410-79.6% | $11,426-88.6% |