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 | $142,256 | $133,958+6.2% | $112,228+26.8% | $134,475+5.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -9.15% | 47.11%-56.3pp | 27.45%-36.6pp | 417.96%-427.1pp |
| Employer contribution / active EE | $8,766 | $4,038+117.1% | $3,635+141.2% | $4,740+84.9% |
| Participant deferral / active EE | $6,768 | $5,291+27.9% | $4,728+43.1% | $6,400+5.8% |
| Admin fee / account holder | $11,167 | $7,489+49.1% | $6,410+74.2% | $11,426-2.3% |