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 | $126,137 | $100,754+25.2% | $86,677+45.5% | $134,475-6.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.80% | 29.04%-47.8pp | 35.91%-54.7pp | 417.96%-436.8pp |
| Employer contribution / active EE | $3,187 | $3,489-8.7% | $2,836+12.3% | $4,740-32.8% |
| Participant deferral / active EE | $6,916 | $5,338+29.6% | $4,656+48.6% | $6,400+8.1% |
| Admin fee / account holder | $652 | $10,926-94.0% | $7,493-91.3% | $11,426-94.3% |