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 | $120,338 | $67,331+78.7% | $60,874+97.7% | $134,475-10.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -13.75% | 49.93%-63.7pp | 16.90%-30.7pp | 417.96%-431.7pp |
| Employer contribution / active EE | $2,165 | $3,096-30.1% | $2,701-19.8% | $4,740-54.3% |
| Participant deferral / active EE | $6,496 | $4,538+43.1% | $3,817+70.2% | $6,400+1.5% |
| Admin fee / account holder | $953 | $4,582-79.2% | $3,224-70.4% | $11,426-91.7% |