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 | $67,331 | $133,958-49.7% | $112,228-40.0% | $134,475-49.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.61% | 47.11%-63.7pp | 27.45%-44.1pp | 417.96%-434.6pp |
| Employer contribution / active EE | $11,762 | $4,038+191.3% | $3,635+223.6% | $4,740+148.2% |
| Participant deferral / active EE | $2,604 | $5,291-50.8% | $4,728-44.9% | $6,400-59.3% |
| Admin fee / account holder | $398 | $7,489-94.7% | $6,410-93.8% | $11,426-96.5% |