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 | $86,714 | $67,331+28.8% | $60,874+42.4% | $134,475-35.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.56% | 49.93%-68.5pp | 16.90%-35.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $6,702 | $3,096+116.4% | $2,701+148.1% | $4,740+41.4% |
| Participant deferral / active EE | $7,587 | $4,538+67.2% | $3,817+98.8% | $6,400+18.6% |
| Admin fee / account holder | $424 | $4,582-90.7% | $3,224-86.8% | $11,426-96.3% |