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 | $132,667 | $100,754+31.7% | $86,677+53.1% | $134,475-1.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.03% | 29.04%-47.1pp | 35.91%-53.9pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,736 | $3,489-50.2% | $2,836-38.8% | $4,740-63.4% |
| Participant deferral / active EE | $17,317 | $5,338+224.4% | $4,656+272.0% | $6,400+170.6% |
| Admin fee / account holder | $9,261 | $10,926-15.2% | $7,493+23.6% | $11,426-18.9% |