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 7-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 | $113,972 | $105,860+7.7% | $90,749+25.6% | $134,475-15.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.79% | -11.01%-7.8pp | -12.16%-6.6pp | 417.96%-436.8pp |
| Employer contribution / active EE | $6,680 | $3,462+92.9% | $2,921+128.7% | $4,740+40.9% |
| Participant deferral / active EE | $24,833 | $5,216+376.1% | $4,564+444.1% | $6,400+288.0% |
| Admin fee / account holder | $1,705 | $13,938-87.8% | $8,445-79.8% | $11,426-85.1% |