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 | $92,098 | $133,958-31.2% | $112,228-17.9% | $134,475-31.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -8.83% | 47.11%-55.9pp | 27.45%-36.3pp | 417.96%-426.8pp |
| Employer contribution / active EE | $5,782 | $4,038+43.2% | $3,635+59.1% | $4,740+22.0% |
| Participant deferral / active EE | $3,820 | $5,291-27.8% | $4,728-19.2% | $6,400-40.3% |
| Admin fee / account holder | $5,018 | $7,489-33.0% | $6,410-21.7% | $11,426-56.1% |