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 9-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 | $164,171 | $133,958+22.6% | $112,228+46.3% | $134,475+22.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.07% | 47.11%-64.2pp | 27.45%-44.5pp | 417.96%-435.0pp |
| Employer contribution / active EE | $15,470 | $4,038+283.1% | $3,635+325.6% | $4,740+226.4% |
| Participant deferral / active EE | $8,644 | $5,291+63.4% | $4,728+82.8% | $6,400+35.1% |
| Admin fee / account holder | $8,512 | $7,489+13.7% | $6,410+32.8% | $11,426-25.5% |