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 | $154,864 | $133,958+15.6% | $112,228+38.0% | $134,475+15.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.01% | 47.11%-63.1pp | 27.45%-43.5pp | 417.96%-434.0pp |
| Employer contribution / active EE | $9,260 | $4,038+129.3% | $3,635+154.8% | $4,740+95.4% |
| Participant deferral / active EE | $5,002 | $5,291-5.5% | $4,728+5.8% | $6,400-21.8% |
| Admin fee / account holder | $3,566 | $7,489-52.4% | $6,410-44.4% | $11,426-68.8% |