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 7-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 | $116,029 | $95,862+21.0% | $79,550+45.9% | $134,475-13.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.53% | -2.69%-15.8pp | 0.16%-18.7pp | 417.96%-436.5pp |
| Employer contribution / active EE | $11,845 | $3,128+278.7% | $2,413+390.9% | $4,740+149.9% |
| Participant deferral / active EE | $15,633 | $4,693+233.1% | $3,985+292.3% | $6,400+144.3% |
| Admin fee / account holder | $1,702 | $9,126-81.4% | $6,832-75.1% | $11,426-85.1% |