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 | $153,980 | $133,958+14.9% | $112,228+37.2% | $134,475+14.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -0.43% | 47.11%-47.5pp | 27.45%-27.9pp | 417.96%-418.4pp |
| Employer contribution / active EE | $1,976 | $4,038-51.1% | $3,635-45.6% | $4,740-58.3% |
| Participant deferral / active EE | $1,877 | $5,291-64.5% | $4,728-60.3% | $6,400-70.7% |
| Admin fee / account holder | $3,291 | $7,489-56.0% | $6,410-48.7% | $11,426-71.2% |