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 | $68,189 | $100,754-32.3% | $86,677-21.3% | $134,475-49.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.27% | 29.04%-48.3pp | 35.91%-55.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $3,635 | $3,489+4.2% | $2,836+28.2% | $4,740-23.3% |
| Participant deferral / active EE | $13,301 | $5,338+149.2% | $4,656+185.7% | $6,400+107.8% |
| Admin fee / account holder | $1,344 | $10,926-87.7% | $7,493-82.1% | $11,426-88.2% |