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 | $103,740 | $133,958-22.6% | $112,228-7.6% | $134,475-22.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.06% | 47.11%-64.2pp | 27.45%-44.5pp | 417.96%-435.0pp |
| Employer contribution / active EE | $4,738 | $4,038+17.3% | $3,635+30.4% | $4,7400% |
| Participant deferral / active EE | $5,664 | $5,291+7.1% | $4,728+19.8% | $6,400-11.5% |
| Admin fee / account holder | $16,990 | $7,489+126.9% | $6,410+165.1% | $11,426+48.7% |