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 | $119,829 | $100,754+18.9% | $86,677+38.2% | $134,475-10.9% |
| Participation rate | 90.9% | 78.9%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -19.17% | 29.04%-48.2pp | 35.91%-55.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $12,596 | $3,489+261.0% | $2,836+344.1% | $4,740+165.8% |
| Participant deferral / active EE | $12,412 | $5,338+132.5% | $4,656+166.6% | $6,400+93.9% |
| Admin fee / account holder | $2,173 | $10,926-80.1% | $7,493-71.0% | $11,426-81.0% |