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 | $127,644 | $129,942-1.8% | $104,294+22.4% | $134,475-5.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -9.92% | 42.03%-52.0pp | 24.61%-34.5pp | 417.96%-427.9pp |
| Employer contribution / active EE | $4,822 | $4,184+15.2% | $3,372+43.0% | $4,740+1.7% |
| Participant deferral / active EE | $14,625 | $5,588+161.7% | $4,625+216.2% | $6,400+128.5% |
| Admin fee / account holder | $10,927 | $9,323+17.2% | $7,339+48.9% | $11,426-4.4% |