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 | $137,782 | $152,509-9.7% | $117,472+17.3% | $134,475+2.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.95% | 52.99%-65.9pp | 29.74%-42.7pp | 417.96%-430.9pp |
| Employer contribution / active EE | $4,798 | $5,571-13.9% | $4,176+14.9% | $4,740+1.2% |
| Participant deferral / active EE | $11,322 | $4,818+135.0% | $4,070+178.2% | $6,400+76.9% |
| Admin fee / account holder | $3,557 | $7,004-49.2% | $5,645-37.0% | $11,426-68.9% |