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 | $98,087 | $133,958-26.8% | $112,228-12.6% | $134,475-27.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.67% | 47.11%-61.8pp | 27.45%-42.1pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,923 | $4,038-27.6% | $3,635-19.6% | $4,740-38.3% |
| Participant deferral / active EE | $6,888 | $5,291+30.2% | $4,728+45.7% | $6,400+7.6% |
| Admin fee / account holder | $1,127 | $7,489-85.0% | $6,410-82.4% | $11,426-90.1% |