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 | $149,333 | $133,958+11.5% | $112,228+33.1% | $134,475+11.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.79% | 47.11%-59.9pp | 27.45%-40.2pp | 417.96%-430.8pp |
| Employer contribution / active EE | $10,829 | $4,038+168.2% | $3,635+197.9% | $4,740+128.5% |
| Participant deferral / active EE | $5,763 | $5,291+8.9% | $4,728+21.9% | $6,400-9.9% |
| Admin fee / account holder | $9,754 | $7,489+30.3% | $6,410+52.2% | $11,426-14.6% |