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 | $163,778 | $152,509+7.4% | $117,472+39.4% | $134,475+21.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -13.25% | 52.99%-66.2pp | 29.74%-43.0pp | 417.96%-431.2pp |
| Employer contribution / active EE | $7,455 | $5,571+33.8% | $4,176+78.5% | $4,740+57.3% |
| Participant deferral / active EE | $5,068 | $4,818+5.2% | $4,070+24.5% | $6,400-20.8% |
| Admin fee / account holder | $11,848 | $7,004+69.2% | $5,645+109.9% | $11,426+3.7% |