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 5-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 | $18,990 | $133,958-85.8% | $112,228-83.1% | $134,475-85.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.32% | 47.11%-62.4pp | 27.45%-42.8pp | 417.96%-433.3pp |
| Employer contribution / active EE | $10,683 | $4,038+164.6% | $3,635+193.9% | $4,740+125.4% |
| Participant deferral / active EE | $6,672 | $5,291+26.1% | $4,728+41.1% | $6,400+4.3% |
| Admin fee / account holder | $623 | $7,489-91.7% | $6,410-90.3% | $11,426-94.5% |