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 | $127,374 | $105,860+20.3% | $90,749+40.4% | $134,475-5.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.67% | -11.01%-5.7pp | -12.16%-4.5pp | 417.96%-434.6pp |
| Employer contribution / active EE | $12,600 | $3,462+263.9% | $2,921+331.4% | $4,740+165.8% |
| Participant deferral / active EE | $20,500 | $5,216+293.1% | $4,564+349.2% | $6,400+220.3% |
| Admin fee / account holder | $2,316 | $13,938-83.4% | $8,445-72.6% | $11,426-79.7% |