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 | $155,360 | $129,942+19.6% | $104,294+49.0% | $134,475+15.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.70% | 42.03%-61.7pp | 24.61%-44.3pp | 417.96%-437.7pp |
| Employer contribution / active EE | $4,247 | $4,184+1.5% | $3,372+26.0% | $4,740-10.4% |
| Participant deferral / active EE | $6,555 | $5,588+17.3% | $4,625+41.7% | $6,400+2.4% |
| Admin fee / account holder | $1,167 | $9,323-87.5% | $7,339-84.1% | $11,426-89.8% |