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 | $103,304 | $133,958-22.9% | $112,228-8.0% | $134,475-23.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.86% | 47.11%-67.0pp | 27.45%-47.3pp | 417.96%-437.8pp |
| Employer contribution / active EE | $6,529 | $4,038+61.7% | $3,635+79.6% | $4,740+37.8% |
| Participant deferral / active EE | $6,455 | $5,291+22.0% | $4,728+36.5% | $6,400+0.9% |
| Admin fee / account holder | $16,671 | $7,489+122.6% | $6,410+160.1% | $11,426+45.9% |