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 | $141,358 | $133,958+5.5% | $112,228+26.0% | $134,475+5.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.27% | 47.11%-62.4pp | 27.45%-42.7pp | 417.96%-433.2pp |
| Employer contribution / active EE | $9,018 | $4,038+123.3% | $3,635+148.1% | $4,740+90.3% |
| Participant deferral / active EE | $8,714 | $5,291+64.7% | $4,728+84.3% | $6,400+36.2% |
| Admin fee / account holder | $2,612 | $7,489-65.1% | $6,410-59.2% | $11,426-77.1% |