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 | $133,721 | $133,958-0.2% | $112,228+19.2% | $134,475-0.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.88% | 47.11%-65.0pp | 27.45%-45.3pp | 417.96%-435.8pp |
| Employer contribution / active EE | $4,071 | $4,038+0.8% | $3,635+12.0% | $4,740-14.1% |
| Participant deferral / active EE | $23,027 | $5,291+335.2% | $4,728+387.0% | $6,400+259.8% |
| Admin fee / account holder | $945 | $7,489-87.4% | $6,410-85.3% | $11,426-91.7% |