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 | $115,553 | $133,958-13.7% | $112,228+3.0% | $134,475-14.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -17.23% | 47.11%-64.3pp | 27.45%-44.7pp | 417.96%-435.2pp |
| Employer contribution / active EE | $15,834 | $4,038+292.1% | $3,635+335.6% | $4,740+234.1% |
| Participant deferral / active EE | $27,720 | $5,291+423.9% | $4,728+486.3% | $6,400+333.1% |
| Admin fee / account holder | $11,265 | $7,489+50.4% | $6,410+75.7% | $11,426-1.4% |