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 | $87,620 | $129,943-32.6% | $104,303-16.0% | $134,493-34.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -3.87% | 42.03%-45.9pp | 24.61%-28.5pp | 418.01%-421.9pp |
| Employer contribution / active EE | $16,355 | $4,185+290.8% | $3,372+385.0% | $4,740+245.0% |
| Participant deferral / active EE | $10,643 | $5,588+90.4% | $4,625+130.1% | $6,400+66.3% |
| Admin fee / account holder | $1,127 | $9,323-87.9% | $7,340-84.6% | $11,425-90.1% |