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 | $71,355 | $133,958-46.7% | $112,228-36.4% | $134,475-46.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.45% | 47.11%-66.6pp | 27.45%-46.9pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,589 | $4,038-35.9% | $3,635-28.8% | $4,740-45.4% |
| Participant deferral / active EE | $15,054 | $5,291+184.5% | $4,728+218.4% | $6,400+135.2% |
| Admin fee / account holder | $1,314 | $7,489-82.5% | $6,410-79.5% | $11,426-88.5% |