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 | $181,729 | $152,509+19.2% | $117,472+54.7% | $134,475+35.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.50% | 52.99%-70.5pp | 29.74%-47.2pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,589 | $5,571-53.5% | $4,176-38.0% | $4,740-45.4% |
| Participant deferral / active EE | $3,908 | $4,818-18.9% | $4,070-4.0% | $6,400-38.9% |
| Admin fee / account holder | $4,869 | $7,004-30.5% | $5,645-13.7% | $11,426-57.4% |