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 6-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 | $129,199 | $100,754+28.2% | $86,677+49.1% | $134,475-3.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.17% | 29.04%-45.2pp | 35.91%-52.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,250 | $3,489-35.5% | $2,836-20.7% | $4,740-52.5% |
| Participant deferral / active EE | $17,713 | $5,338+231.8% | $4,656+280.5% | $6,400+176.8% |
| Admin fee / account holder | $26,395 | $10,926+141.6% | $7,493+252.2% | $11,426+131.0% |