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 | $121,380 | $105,860+14.7% | $90,749+33.8% | $134,475-9.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.91% | -11.01%-7.9pp | -12.16%-6.7pp | 417.96%-436.9pp |
| Employer contribution / active EE | $897 | $3,462-74.1% | $2,921-69.3% | $4,740-81.1% |
| Participant deferral / active EE | $2,095 | $5,216-59.8% | $4,564-54.1% | $6,400-67.3% |
| Admin fee / account holder | $1,498 | $13,938-89.3% | $8,445-82.3% | $11,426-86.9% |