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 | $65,947 | $133,958-50.8% | $112,228-41.2% | $134,475-51.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.66% | 47.11%-64.8pp | 27.45%-45.1pp | 417.96%-435.6pp |
| Employer contribution / active EE | $11,920 | $4,038+195.2% | $3,635+228.0% | $4,740+151.5% |
| Participant deferral / active EE | $8,500 | $5,291+60.7% | $4,728+79.8% | $6,400+32.8% |
| Admin fee / account holder | $895 | $7,489-88.0% | $6,410-86.0% | $11,426-92.2% |