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 10-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 | $101,747 | $133,958-24.0% | $112,228-9.3% | $134,475-24.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.49% | 47.11%-64.6pp | 27.45%-44.9pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,634 | $4,038-34.8% | $3,635-27.5% | $4,740-44.4% |
| Participant deferral / active EE | $13,284 | $5,291+151.1% | $4,728+181.0% | $6,400+107.6% |
| Admin fee / account holder | $4,996 | $7,489-33.3% | $6,410-22.1% | $11,426-56.3% |