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 8-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 | $121,327 | $100,754+20.4% | $86,677+40.0% | $134,475-9.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.70% | 29.04%-47.7pp | 35.91%-54.6pp | 417.96%-436.7pp |
| Employer contribution / active EE | $3,176 | $3,489-9.0% | $2,836+12.0% | $4,740-33.0% |
| Participant deferral / active EE | $6,557 | $5,338+22.8% | $4,656+40.8% | $6,400+2.5% |
| Admin fee / account holder | $340 | $10,926-96.9% | $7,493-95.5% | $11,426-97.0% |