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 | $128,643 | $129,942-1.0% | $104,294+23.3% | $134,475-4.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -15.15% | 42.03%-57.2pp | 24.61%-39.8pp | 417.96%-433.1pp |
| Employer contribution / active EE | $6,647 | $4,184+58.9% | $3,372+97.1% | $4,740+40.2% |
| Participant deferral / active EE | $8,352 | $5,588+49.5% | $4,625+80.6% | $6,400+30.5% |
| Admin fee / account holder | $13,371 | $9,323+43.4% | $7,339+82.2% | $11,426+17.0% |