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 | $162,390 | $135,635+19.7% | $110,238+47.3% | $135,375+20.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.03% | 513.19%-517.2pp | 314.74%-318.8pp | 519.73%-523.8pp |
| Employer contribution / active EE | $1,285 | $4,906-73.8% | $3,826-66.4% | $4,779-73.1% |
| Participant deferral / active EE | $1,692 | $5,506-69.3% | $4,672-63.8% | $5,609-69.8% |
| Admin fee / account holder | $5,141 | $11,457-55.1% | $8,547-39.8% | $10,827-52.5% |