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 8-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 | $117,705 | $133,958-12.1% | $112,228+4.9% | $134,475-12.5% |
| Participation rate | 93.3% | 78.6%+14.8pp | 75.1%+18.3pp | 81.2%+12.1pp |
| Annual return | -19.14% | 47.11%-66.3pp | 27.45%-46.6pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,843 | $4,038-29.6% | $3,635-21.8% | $4,740-40.0% |
| Participant deferral / active EE | $6,465 | $5,291+22.2% | $4,728+36.7% | $6,400+1.0% |
| Admin fee / account holder | $2,187 | $7,489-70.8% | $6,410-65.9% | $11,426-80.9% |