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 | $124,293 | $95,971+29.5% | $74,550+66.7% | $135,375-8.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -2.81% | 56.96%-59.8pp | 32.53%-35.3pp | 519.73%-522.5pp |
| Employer contribution / active EE | $3,005 | $2,716+10.6% | $1,961+53.2% | $4,779-37.1% |
| Participant deferral / active EE | $6,542 | $3,843+70.2% | $3,108+110.5% | $5,609+16.6% |
| Admin fee / account holder | $52,178 | $6,522+700.1% | $5,060+931.3% | $10,827+381.9% |