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 | $136,383 | $67,331+102.6% | $60,874+124.0% | $134,475+1.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -8.28% | 49.93%-58.2pp | 16.90%-25.2pp | 417.96%-426.2pp |
| Employer contribution / active EE | $2,124 | $3,096-31.4% | $2,701-21.4% | $4,740-55.2% |
| Participant deferral / active EE | $2,124 | $4,538-53.2% | $3,817-44.4% | $6,400-66.8% |
| Admin fee / account holder | $2,942 | $4,582-35.8% | $3,224-8.8% | $11,426-74.3% |