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 | $138,476 | $133,958+3.4% | $112,228+23.4% | $134,475+3.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.50% | 47.11%-67.6pp | 27.45%-47.9pp | 417.96%-438.5pp |
| Employer contribution / active EE | $3,478 | $4,038-13.9% | $3,635-4.3% | $4,740-26.6% |
| Participant deferral / active EE | $7,055 | $5,291+33.4% | $4,728+49.2% | $6,400+10.2% |
| Admin fee / account holder | $5,937 | $7,489-20.7% | $6,410-7.4% | $11,426-48.0% |