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 | $123,596 | $133,958-7.7% | $112,228+10.1% | $134,475-8.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.27% | 47.11%-64.4pp | 27.45%-44.7pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,670 | $4,038-33.9% | $3,635-26.5% | $4,740-43.7% |
| Participant deferral / active EE | $3,645 | $5,291-31.1% | $4,728-22.9% | $6,400-43.0% |
| Admin fee / account holder | $424 | $7,489-94.3% | $6,410-93.4% | $11,426-96.3% |