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 | $109,892 | $133,958-18.0% | $112,228-2.1% | $134,475-18.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.11% | 47.11%-61.2pp | 27.45%-41.6pp | 417.96%-432.1pp |
| Employer contribution / active EE | $5,922 | $4,038+46.7% | $3,635+62.9% | $4,740+25.0% |
| Participant deferral / active EE | $10,030 | $5,291+89.6% | $4,728+112.1% | $6,400+56.7% |
| Admin fee / account holder | $6,165 | $7,489-17.7% | $6,410-3.8% | $11,426-46.0% |