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 | $165,291 | $133,958+23.4% | $112,228+47.3% | $134,475+22.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.79% | 47.11%-63.9pp | 27.45%-44.2pp | 417.96%-434.8pp |
| Employer contribution / active EE | $5,568 | $4,038+37.9% | $3,635+53.2% | $4,740+17.5% |
| Participant deferral / active EE | $4,197 | $5,291-20.7% | $4,728-11.2% | $6,400-34.4% |
| Admin fee / account holder | $107,073 | $7,489+1329.8% | $6,410+1570.4% | $11,426+837.1% |