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 | $102,427 | $133,958-23.5% | $112,228-8.7% | $134,475-23.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.18% | 47.11%-61.3pp | 27.45%-41.6pp | 417.96%-432.1pp |
| Employer contribution / active EE | $13,413 | $4,038+232.2% | $3,635+269.0% | $4,740+183.0% |
| Participant deferral / active EE | $7,880 | $5,291+48.9% | $4,728+66.7% | $6,400+23.1% |
| Admin fee / account holder | $3,872 | $7,489-48.3% | $6,410-39.6% | $11,426-66.1% |