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 | $94,128 | $67,331+39.8% | $60,874+54.6% | $134,475-30.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.95% | 49.93%-66.9pp | 16.90%-33.8pp | 417.96%-434.9pp |
| Employer contribution / active EE | $3,518 | $3,096+13.6% | $2,701+30.2% | $4,740-25.8% |
| Participant deferral / active EE | $15,600 | $4,538+243.7% | $3,817+308.7% | $6,400+143.8% |
| Admin fee / account holder | $1,204 | $4,582-73.7% | $3,224-62.7% | $11,426-89.5% |