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 10-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 | $124,654 | $100,754+23.7% | $86,677+43.8% | $134,475-7.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -9.98% | 29.04%-39.0pp | 35.91%-45.9pp | 417.96%-427.9pp |
| Employer contribution / active EE | $12,915 | $3,489+270.1% | $2,836+355.3% | $4,740+172.5% |
| Participant deferral / active EE | $7,965 | $5,338+49.2% | $4,656+71.1% | $6,400+24.5% |
| Admin fee / account holder | $669 | $10,926-93.9% | $7,493-91.1% | $11,426-94.1% |