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 | $136,109 | $88,594+53.6% | $70,092+94.2% | $134,475+1.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -17.57% | 442.67%-460.2pp | 190.73%-208.3pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,206 | $3,233-31.8% | $2,559-13.8% | $4,740-53.5% |
| Participant deferral / active EE | $3,725 | $4,772-21.9% | $3,849-3.2% | $6,400-41.8% |
| Admin fee / account holder | $16,847 | $10,441+61.4% | $6,267+168.8% | $11,426+47.4% |