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 | $88,067 | $133,958-34.3% | $112,228-21.5% | $134,475-34.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.84% | 47.11%-63.0pp | 27.45%-43.3pp | 417.96%-433.8pp |
| Employer contribution / active EE | $3,111 | $4,038-23.0% | $3,635-14.4% | $4,740-34.4% |
| Participant deferral / active EE | $12,384 | $5,291+134.1% | $4,728+161.9% | $6,400+93.5% |
| Admin fee / account holder | $9,263 | $7,489+23.7% | $6,410+44.5% | $11,426-18.9% |