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 | $143,988 | $67,331+113.9% | $60,874+136.5% | $134,475+7.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.27% | 49.93%-66.2pp | 16.90%-33.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $4,593 | $3,096+48.3% | $2,701+70.0% | $4,740-3.1% |
| Participant deferral / active EE | $12,249 | $4,538+169.9% | $3,817+220.9% | $6,400+91.4% |
| Admin fee / account holder | $2,207 | $4,582-51.8% | $3,224-31.5% | $11,426-80.7% |