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 | $120,853 | $133,958-9.8% | $112,228+7.7% | $134,475-10.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -9.63% | 47.11%-56.7pp | 27.45%-37.1pp | 417.96%-427.6pp |
| Employer contribution / active EE | $3,547 | $4,038-12.2% | $3,635-2.4% | $4,740-25.2% |
| Participant deferral / active EE | $2,075 | $5,291-60.8% | $4,728-56.1% | $6,400-67.6% |
| Admin fee / account holder | $6,984 | $7,489-6.7% | $6,410+9.0% | $11,426-38.9% |