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 | $136,582 | $152,509-10.4% | $117,472+16.3% | $134,475+1.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.01% | 52.99%-72.0pp | 29.74%-48.7pp | 417.96%-437.0pp |
| Employer contribution / active EE | $5,588 | $5,571+0.3% | $4,176+33.8% | $4,740+17.9% |
| Participant deferral / active EE | $14,309 | $4,818+197.0% | $4,070+251.6% | $6,400+123.6% |
| Admin fee / account holder | $1,686 | $7,004-75.9% | $5,645-70.1% | $11,426-85.2% |