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 8-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 | $99,295 | $133,958-25.9% | $112,228-11.5% | $134,475-26.2% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -16.92% | 47.11%-64.0pp | 27.45%-44.4pp | 417.96%-434.9pp |
| Employer contribution / active EE | $4,427 | $4,038+9.6% | $3,635+21.8% | $4,740-6.6% |
| Participant deferral / active EE | $15,998 | $5,291+202.4% | $4,728+238.4% | $6,400+150.0% |
| Admin fee / account holder | $11,885 | $7,489+58.7% | $6,410+85.4% | $11,426+4.0% |