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 | $118,830 | $133,958-11.3% | $112,228+5.9% | $134,475-11.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.95% | 47.11%-64.1pp | 27.45%-44.4pp | 417.96%-434.9pp |
| Employer contribution / active EE | $11,665 | $4,038+188.9% | $3,635+220.9% | $4,740+146.1% |
| Participant deferral / active EE | $1,641 | $5,291-69.0% | $4,728-65.3% | $6,400-74.4% |
| Admin fee / account holder | $8,539 | $7,489+14.0% | $6,410+33.2% | $11,426-25.3% |