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 | $171,207 | $152,509+12.3% | $117,472+45.7% | $134,475+27.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -7.94% | 52.99%-60.9pp | 29.74%-37.7pp | 417.96%-425.9pp |
| Employer contribution / active EE | $14,086 | $5,571+152.8% | $4,176+237.3% | $4,740+197.2% |
| Participant deferral / active EE | $5,135 | $4,818+6.6% | $4,070+26.1% | $6,400-19.8% |
| Admin fee / account holder | $611 | $7,004-91.3% | $5,645-89.2% | $11,426-94.6% |