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 | $96,520 | $133,958-27.9% | $112,228-14.0% | $134,475-28.2% |
| Participation rate | 95.8% | 78.6%+17.3pp | 75.1%+20.8pp | 81.2%+14.6pp |
| Annual return | -16.89% | 47.11%-64.0pp | 27.45%-44.3pp | 417.96%-434.9pp |
| Employer contribution / active EE | $11,013 | $4,038+172.7% | $3,635+203.0% | $4,740+132.4% |
| Participant deferral / active EE | $2,259 | $5,291-57.3% | $4,728-52.2% | $6,400-64.7% |
| Admin fee / account holder | $7,061 | $7,489-5.7% | $6,410+10.2% | $11,426-38.2% |