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 | $151,909 | $133,958+13.4% | $112,228+35.4% | $134,475+13.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.35% | 47.11%-66.5pp | 27.45%-46.8pp | 417.96%-437.3pp |
| Employer contribution / active EE | $12,528 | $4,038+210.3% | $3,635+244.7% | $4,740+164.3% |
| Participant deferral / active EE | $12,898 | $5,291+143.8% | $4,728+172.8% | $6,400+101.5% |
| Admin fee / account holder | $2,483 | $7,489-66.8% | $6,410-61.3% | $11,426-78.3% |