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 | $131,743 | $95,971+37.3% | $74,550+76.7% | $135,375-2.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.36% | 56.96%-64.3pp | 32.53%-39.9pp | 519.73%-527.1pp |
| Employer contribution / active EE | $11,154 | $2,716+310.7% | $1,961+468.8% | $4,779+133.4% |
| Participant deferral / active EE | $6,583 | $3,843+71.3% | $3,108+111.8% | $5,609+17.4% |
| Admin fee / account holder | $1,298 | $6,522-80.1% | $5,060-74.3% | $10,827-88.0% |