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 | $99,312 | $133,958-25.9% | $112,228-11.5% | $134,475-26.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -3.10% | 47.11%-50.2pp | 27.45%-30.5pp | 417.96%-421.1pp |
| Employer contribution / active EE | $12,720 | $4,038+215.0% | $3,635+250.0% | $4,740+168.4% |
| Participant deferral / active EE | $10,973 | $5,291+107.4% | $4,728+132.1% | $6,400+71.5% |
| Admin fee / account holder | $2,004 | $7,489-73.2% | $6,410-68.7% | $11,426-82.5% |