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 9-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 | $104,243 | $100,754+3.5% | $86,677+20.3% | $134,475-22.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.44% | 29.04%-43.5pp | 35.91%-50.3pp | 417.96%-432.4pp |
| Employer contribution / active EE | $14,596 | $3,489+318.3% | $2,836+414.6% | $4,740+208.0% |
| Participant deferral / active EE | $10,191 | $5,338+90.9% | $4,656+118.9% | $6,400+59.2% |
| Admin fee / account holder | $1,455 | $10,926-86.7% | $7,493-80.6% | $11,426-87.3% |