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 7-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 | $100,442 | $133,958-25.0% | $112,228-10.5% | $134,475-25.3% |
| Participation rate | 95.8% | 78.6%+17.3pp | 75.1%+20.8pp | 81.2%+14.6pp |
| Annual return | -13.51% | 47.11%-60.6pp | 27.45%-41.0pp | 417.96%-431.5pp |
| Employer contribution / active EE | $2,999 | $4,038-25.7% | $3,635-17.5% | $4,740-36.7% |
| Participant deferral / active EE | $8,229 | $5,291+55.5% | $4,728+74.1% | $6,400+28.6% |
| Admin fee / account holder | $3,491 | $7,489-53.4% | $6,410-45.5% | $11,426-69.4% |