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 | $115,966 | $105,860+9.5% | $90,749+27.8% | $134,475-13.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.79% | -11.01%-5.8pp | -12.16%-4.6pp | 417.96%-434.8pp |
| Employer contribution / active EE | $3,663 | $3,462+5.8% | $2,921+25.4% | $4,740-22.7% |
| Participant deferral / active EE | $12,615 | $5,216+141.9% | $4,564+176.4% | $6,400+97.1% |
| Admin fee / account holder | $13,381 | $13,938-4.0% | $8,445+58.5% | $11,426+17.1% |