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 | $157,916 | $129,942+21.5% | $104,294+51.4% | $134,475+17.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -4.54% | 42.03%-46.6pp | 24.61%-29.2pp | 417.96%-422.5pp |
| Employer contribution / active EE | $9,777 | $4,184+133.7% | $3,372+190.0% | $4,740+106.3% |
| Participant deferral / active EE | $5,833 | $5,588+4.4% | $4,625+26.1% | $6,400-8.9% |
| Admin fee / account holder | $2,064 | $9,323-77.9% | $7,339-71.9% | $11,426-81.9% |