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 | $148,981 | $152,509-2.3% | $117,472+26.8% | $134,475+10.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -11.19% | 52.99%-64.2pp | 29.74%-40.9pp | 417.96%-429.2pp |
| Employer contribution / active EE | $3,285 | $5,571-41.0% | $4,176-21.3% | $4,740-30.7% |
| Participant deferral / active EE | $5,875 | $4,818+21.9% | $4,070+44.3% | $6,400-8.2% |
| Admin fee / account holder | $1,161 | $7,004-83.4% | $5,645-79.4% | $11,426-89.8% |