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 | $126,972 | $100,754+26.0% | $86,677+46.5% | $134,475-5.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.46% | 29.04%-42.5pp | 35.91%-49.4pp | 417.96%-431.4pp |
| Employer contribution / active EE | $6,225 | $3,489+78.4% | $2,836+119.5% | $4,740+31.3% |
| Participant deferral / active EE | $6,043 | $5,338+13.2% | $4,656+29.8% | $6,400-5.6% |
| Admin fee / account holder | $1,091 | $10,926-90.0% | $7,493-85.4% | $11,426-90.5% |