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 | $115,049 | $129,942-11.5% | $104,294+10.3% | $134,475-14.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.03% | 42.03%-61.1pp | 24.61%-43.6pp | 417.96%-437.0pp |
| Employer contribution / active EE | $4,724 | $4,184+12.9% | $3,372+40.1% | $4,740-0.3% |
| Participant deferral / active EE | $12,286 | $5,588+119.9% | $4,625+165.6% | $6,400+92.0% |
| Admin fee / account holder | $1,584 | $9,323-83.0% | $7,339-78.4% | $11,426-86.1% |