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 | $81,093 | $133,958-39.5% | $112,228-27.7% | $134,475-39.7% |
| Participation rate | 94.1% | 78.6%+15.6pp | 75.1%+19.1pp | 81.2%+12.9pp |
| Annual return | -16.89% | 47.11%-64.0pp | 27.45%-44.3pp | 417.96%-434.9pp |
| Employer contribution / active EE | $12,587 | $4,038+211.7% | $3,635+246.3% | $4,740+165.6% |
| Participant deferral / active EE | $6,714 | $5,291+26.9% | $4,728+42.0% | $6,400+4.9% |
| Admin fee / account holder | $598 | $7,489-92.0% | $6,410-90.7% | $11,426-94.8% |