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 | $122,767 | $100,754+21.8% | $86,677+41.6% | $134,475-8.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -9.65% | 29.04%-38.7pp | 35.91%-45.6pp | 417.96%-427.6pp |
| Employer contribution / active EE | $1,330 | $3,489-61.9% | $2,836-53.1% | $4,740-71.9% |
| Participant deferral / active EE | $10,245 | $5,338+91.9% | $4,656+120.0% | $6,400+60.1% |
| Admin fee / account holder | $649 | $10,926-94.1% | $7,493-91.3% | $11,426-94.3% |