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 | $207,288 | $129,942+59.5% | $104,294+98.8% | $134,475+54.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.37% | 42.03%-59.4pp | 24.61%-42.0pp | 417.96%-435.3pp |
| Employer contribution / active EE | $4,571 | $4,184+9.2% | $3,372+35.6% | $4,740-3.6% |
| Participant deferral / active EE | $15,220 | $5,588+172.4% | $4,625+229.1% | $6,400+137.8% |
| Admin fee / account holder | $1,016 | $9,323-89.1% | $7,339-86.2% | $11,426-91.1% |