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 | $146,674 | $133,958+9.5% | $112,228+30.7% | $134,475+9.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.39% | 47.11%-65.5pp | 27.45%-45.8pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,337 | $4,038-42.1% | $3,635-35.7% | $4,740-50.7% |
| Participant deferral / active EE | $5,125 | $5,291-3.1% | $4,728+8.4% | $6,400-19.9% |
| Admin fee / account holder | $20,607 | $7,489+175.2% | $6,410+221.5% | $11,426+80.4% |