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 | $131,575 | $133,958-1.8% | $112,228+17.2% | $134,475-2.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.24% | 47.11%-61.4pp | 27.45%-41.7pp | 417.96%-432.2pp |
| Employer contribution / active EE | $13,255 | $4,038+228.3% | $3,635+264.7% | $4,740+179.7% |
| Participant deferral / active EE | $6,000 | $5,291+13.4% | $4,728+26.9% | $6,400-6.2% |
| Admin fee / account holder | $32,672 | $7,489+336.3% | $6,410+409.7% | $11,426+185.9% |