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 | $135,702 | $133,958+1.3% | $112,228+20.9% | $134,475+0.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.48% | 47.11%-60.6pp | 27.45%-40.9pp | 417.96%-431.4pp |
| Employer contribution / active EE | $14,076 | $4,038+248.6% | $3,635+287.3% | $4,740+197.0% |
| Participant deferral / active EE | $2,679 | $5,291-49.4% | $4,728-43.3% | $6,400-58.1% |
| Admin fee / account holder | $32,856 | $7,489+338.7% | $6,410+412.6% | $11,426+187.6% |