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 | $103,509 | $133,958-22.7% | $112,228-7.8% | $134,475-23.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.50% | 47.11%-64.6pp | 27.45%-44.9pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,851 | $4,038-54.2% | $3,635-49.1% | $4,740-60.9% |
| Participant deferral / active EE | $3,816 | $5,291-27.9% | $4,728-19.3% | $6,400-40.4% |
| Admin fee / account holder | $1,314 | $7,489-82.5% | $6,410-79.5% | $11,426-88.5% |