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 | $131,099 | $133,958-2.1% | $112,228+16.8% | $134,475-2.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.80% | 47.11%-60.9pp | 27.45%-41.2pp | 417.96%-431.8pp |
| Employer contribution / active EE | $1,480 | $4,038-63.3% | $3,635-59.3% | $4,740-68.8% |
| Participant deferral / active EE | $4,224 | $5,291-20.2% | $4,728-10.6% | $6,400-34.0% |
| Admin fee / account holder | $17,363 | $7,489+131.9% | $6,410+170.9% | $11,426+52.0% |