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 | $114,062 | $133,958-14.9% | $112,228+1.6% | $134,475-15.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.33% | 47.11%-67.4pp | 27.45%-47.8pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,598 | $4,038-35.7% | $3,635-28.5% | $4,740-45.2% |
| Participant deferral / active EE | $10,626 | $5,291+100.8% | $4,728+124.7% | $6,400+66.0% |
| Admin fee / account holder | $3,417 | $7,489-54.4% | $6,410-46.7% | $11,426-70.1% |