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 8-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 | $134,072 | $133,958+0.1% | $112,228+19.5% | $134,475-0.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.59% | 47.11%-64.7pp | 27.45%-45.0pp | 417.96%-435.6pp |
| Employer contribution / active EE | $10,791 | $4,038+167.2% | $3,635+196.9% | $4,740+127.7% |
| Participant deferral / active EE | $15,577 | $5,291+194.4% | $4,728+229.5% | $6,400+143.4% |
| Admin fee / account holder | $2,634 | $7,489-64.8% | $6,410-58.9% | $11,426-76.9% |