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 | $98,687 | $133,958-26.3% | $112,228-12.1% | $134,475-26.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -9.91% | 47.11%-57.0pp | 27.45%-37.4pp | 417.96%-427.9pp |
| Employer contribution / active EE | $14,539 | $4,038+260.1% | $3,635+300.0% | $4,740+206.8% |
| Participant deferral / active EE | $8,437 | $5,291+59.5% | $4,728+78.5% | $6,400+31.8% |
| Admin fee / account holder | $317 | $7,489-95.8% | $6,410-95.1% | $11,426-97.2% |