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 | $88,980 | $100,754-11.7% | $86,677+2.7% | $134,475-33.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.28% | 29.04%-44.3pp | 35.91%-51.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $7,387 | $3,489+111.7% | $2,836+160.4% | $4,740+55.8% |
| Participant deferral / active EE | $6,931 | $5,338+29.8% | $4,656+48.9% | $6,400+8.3% |
| Admin fee / account holder | $382 | $10,926-96.5% | $7,493-94.9% | $11,426-96.7% |