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 | $73,621 | $67,331+9.3% | $60,874+20.9% | $134,475-45.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.44% | 49.93%-68.4pp | 16.90%-35.3pp | 417.96%-436.4pp |
| Employer contribution / active EE | $10,732 | $3,096+246.6% | $2,701+297.3% | $4,740+126.4% |
| Participant deferral / active EE | $4,804 | $4,538+5.9% | $3,817+25.9% | $6,400-24.9% |
| Admin fee / account holder | $661 | $4,582-85.6% | $3,224-79.5% | $11,426-94.2% |