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 | $136,065 | $67,331+102.1% | $60,874+123.5% | $134,475+1.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -19.19% | 49.93%-69.1pp | 16.90%-36.1pp | 417.96%-437.2pp |
| Employer contribution / active EE | $3,833 | $3,096+23.8% | $2,701+41.9% | $4,740-19.1% |
| Participant deferral / active EE | $12,744 | $4,538+180.8% | $3,817+233.9% | $6,400+99.1% |
| Admin fee / account holder | $2,710 | $4,582-40.9% | $3,224-16.0% | $11,426-76.3% |