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 7-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 | $139,526 | $106,543+31.0% | $91,220+53.0% | $134,475+3.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -14.50% | 160.60%-175.1pp | 114.01%-128.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $4,610 | $3,331+38.4% | $2,850+61.8% | $4,740-2.7% |
| Participant deferral / active EE | $20,315 | $4,719+330.5% | $4,234+379.9% | $6,400+217.4% |
| Admin fee / account holder | $1,154 | $6,231-81.5% | $5,420-78.7% | $11,426-89.9% |