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 | $135,441 | $133,958+1.1% | $112,228+20.7% | $134,475+0.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.10% | 47.11%-64.2pp | 27.45%-44.5pp | 417.96%-435.1pp |
| Employer contribution / active EE | $16,119 | $4,038+299.2% | $3,635+343.5% | $4,740+240.1% |
| Participant deferral / active EE | $11,388 | $5,291+115.2% | $4,728+140.9% | $6,400+77.9% |
| Admin fee / account holder | $9,445 | $7,489+26.1% | $6,410+47.3% | $11,426-17.3% |