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 | $99,713 | $133,958-25.6% | $112,228-11.2% | $134,475-25.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.83% | 47.11%-62.9pp | 27.45%-43.3pp | 417.96%-433.8pp |
| Employer contribution / active EE | $9,552 | $4,038+136.6% | $3,635+162.8% | $4,740+101.5% |
| Participant deferral / active EE | $13,424 | $5,291+153.7% | $4,728+183.9% | $6,400+109.8% |
| Admin fee / account holder | $10,018 | $7,489+33.8% | $6,410+56.3% | $11,426-12.3% |