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 | $104,769 | $133,958-21.8% | $112,228-6.6% | $134,475-22.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.68% | 47.11%-65.8pp | 27.45%-46.1pp | 417.96%-436.6pp |
| Employer contribution / active EE | $5,618 | $4,038+39.1% | $3,635+54.6% | $4,740+18.5% |
| Participant deferral / active EE | $17,790 | $5,291+236.3% | $4,728+276.3% | $6,400+178.0% |
| Admin fee / account holder | $1,189 | $7,489-84.1% | $6,410-81.5% | $11,426-89.6% |