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 | $136,266 | $129,942+4.9% | $104,294+30.7% | $134,475+1.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.51% | 42.03%-59.5pp | 24.61%-42.1pp | 417.96%-435.5pp |
| Employer contribution / active EE | $3,510 | $4,184-16.1% | $3,372+4.1% | $4,740-25.9% |
| Participant deferral / active EE | $6,540 | $5,588+17.0% | $4,625+41.4% | $6,400+2.2% |
| Admin fee / account holder | $883 | $9,323-90.5% | $7,339-88.0% | $11,426-92.3% |