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 | $120,182 | $100,754+19.3% | $86,677+38.7% | $134,475-10.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.52% | 29.04%-46.6pp | 35.91%-53.4pp | 417.96%-435.5pp |
| Employer contribution / active EE | $10,452 | $3,489+199.5% | $2,836+268.5% | $4,740+120.5% |
| Participant deferral / active EE | $6,083 | $5,338+14.0% | $4,656+30.7% | $6,400-5.0% |
| Admin fee / account holder | $1,007 | $10,926-90.8% | $7,493-86.6% | $11,426-91.2% |