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 | $70,679 | $67,331+5.0% | $60,874+16.1% | $134,475-47.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.44% | 49.93%-65.4pp | 16.90%-32.3pp | 417.96%-433.4pp |
| Employer contribution / active EE | $5,977 | $3,096+93.0% | $2,701+121.2% | $4,740+26.1% |
| Participant deferral / active EE | $3,607 | $4,538-20.5% | $3,817-5.5% | $6,400-43.6% |
| Admin fee / account holder | $342 | $4,582-92.5% | $3,224-89.4% | $11,426-97.0% |