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 9-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 | $45,233 | $100,754-55.1% | $86,677-47.8% | $134,475-66.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.77% | 29.04%-44.8pp | 35.91%-51.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $4,133 | $3,489+18.5% | $2,836+45.7% | $4,740-12.8% |
| Participant deferral / active EE | $9,431 | $5,338+76.7% | $4,656+102.6% | $6,400+47.4% |
| Admin fee / account holder | $2,462 | $10,926-77.5% | $7,493-67.1% | $11,426-78.5% |