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 | $178,113 | $100,754+76.8% | $86,677+105.5% | $134,475+32.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.05% | 29.04%-47.1pp | 35.91%-54.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $3,014 | $3,489-13.6% | $2,836+6.2% | $4,740-36.4% |
| Participant deferral / active EE | $16,391 | $5,338+207.1% | $4,656+252.1% | $6,400+156.1% |
| Admin fee / account holder | $7,693 | $10,926-29.6% | $7,493+2.7% | $11,426-32.7% |