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 | $116,347 | $133,958-13.1% | $112,228+3.7% | $134,475-13.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.77% | 47.11%-61.9pp | 27.45%-42.2pp | 417.96%-432.7pp |
| Employer contribution / active EE | $5,464 | $4,038+35.3% | $3,635+50.3% | $4,740+15.3% |
| Participant deferral / active EE | $16,716 | $5,291+215.9% | $4,728+253.5% | $6,400+161.2% |
| Admin fee / account holder | $4,359 | $7,489-41.8% | $6,410-32.0% | $11,426-61.9% |