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 | $158,713 | $133,958+18.5% | $112,228+41.4% | $134,475+18.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.44% | 47.11%-63.6pp | 27.45%-43.9pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,132 | $4,038-47.2% | $3,635-41.4% | $4,740-55.0% |
| Participant deferral / active EE | $6,493 | $5,291+22.7% | $4,728+37.3% | $6,400+1.5% |
| Admin fee / account holder | $436 | $7,489-94.2% | $6,410-93.2% | $11,426-96.2% |