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 | $125,427 | $133,958-6.4% | $112,228+11.8% | $134,475-6.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.86% | 47.11%-64.0pp | 27.45%-44.3pp | 417.96%-434.8pp |
| Employer contribution / active EE | $5,090 | $4,038+26.0% | $3,635+40.0% | $4,740+7.4% |
| Participant deferral / active EE | $11,064 | $5,291+109.1% | $4,728+134.0% | $6,400+72.9% |
| Admin fee / account holder | $1,307 | $7,489-82.5% | $6,410-79.6% | $11,426-88.6% |