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 | $134,918 | $152,509-11.5% | $117,472+14.9% | $134,475+0.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.17% | 52.99%-70.2pp | 29.74%-46.9pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,622 | $5,571-70.9% | $4,176-61.2% | $4,740-65.8% |
| Participant deferral / active EE | $1,622 | $4,818-66.3% | $4,070-60.2% | $6,400-74.7% |
| Admin fee / account holder | $1,050 | $7,004-85.0% | $5,645-81.4% | $11,426-90.8% |