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 | $113,588 | $133,958-15.2% | $112,228+1.2% | $134,475-15.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.98% | 47.11%-62.1pp | 27.45%-42.4pp | 417.96%-432.9pp |
| Employer contribution / active EE | $16,420 | $4,038+306.6% | $3,635+351.8% | $4,740+246.4% |
| Participant deferral / active EE | $9,759 | $5,291+84.5% | $4,728+106.4% | $6,400+52.5% |
| Admin fee / account holder | $699 | $7,489-90.7% | $6,410-89.1% | $11,426-93.9% |