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 7-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 | $117,993 | $133,958-11.9% | $112,228+5.1% | $134,475-12.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.69% | 47.11%-63.8pp | 27.45%-44.1pp | 417.96%-434.7pp |
| Employer contribution / active EE | $28,434 | $4,038+604.2% | $3,635+682.3% | $4,740+499.9% |
| Participant deferral / active EE | $7,887 | $5,291+49.1% | $4,728+66.8% | $6,400+23.2% |
| Admin fee / account holder | $866 | $7,489-88.4% | $6,410-86.5% | $11,426-92.4% |