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 | $118,589 | $133,958-11.5% | $112,228+5.7% | $134,475-11.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.98% | 47.11%-63.1pp | 27.45%-43.4pp | 417.96%-433.9pp |
| Employer contribution / active EE | $12,891 | $4,038+219.2% | $3,635+254.7% | $4,740+172.0% |
| Participant deferral / active EE | $7,674 | $5,291+45.0% | $4,728+62.3% | $6,400+19.9% |
| Admin fee / account holder | $15,544 | $7,489+107.6% | $6,410+142.5% | $11,426+36.0% |