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 | $150,568 | $133,958+12.4% | $112,228+34.2% | $134,475+12.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.50% | 47.11%-61.6pp | 27.45%-42.0pp | 417.96%-432.5pp |
| Employer contribution / active EE | $5,017 | $4,038+24.2% | $3,635+38.0% | $4,740+5.8% |
| Participant deferral / active EE | $6,628 | $5,291+25.3% | $4,728+40.2% | $6,400+3.6% |
| Admin fee / account holder | $2,438 | $7,489-67.4% | $6,410-62.0% | $11,426-78.7% |