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 | $62,506 | $133,958-53.3% | $112,228-44.3% | $134,475-53.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.27% | 47.11%-58.4pp | 27.45%-38.7pp | 417.96%-429.2pp |
| Employer contribution / active EE | $2,999 | $4,038-25.7% | $3,635-17.5% | $4,740-36.7% |
| Participant deferral / active EE | $10,528 | $5,291+99.0% | $4,728+122.7% | $6,400+64.5% |
| Admin fee / account holder | $918 | $7,489-87.7% | $6,410-85.7% | $11,426-92.0% |