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 | $75,425 | $133,958-43.7% | $112,228-32.8% | $134,475-43.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.63% | 47.11%-66.7pp | 27.45%-47.1pp | 417.96%-437.6pp |
| Employer contribution / active EE | $4,647 | $4,038+15.1% | $3,635+27.9% | $4,740-1.9% |
| Participant deferral / active EE | $5,347 | $5,291+1.1% | $4,728+13.1% | $6,400-16.4% |
| Admin fee / account holder | $18,340 | $7,489+144.9% | $6,410+186.1% | $11,426+60.5% |