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 | $97,718 | $100,754-3.0% | $86,677+12.7% | $134,475-27.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.98% | 29.04%-48.0pp | 35.91%-54.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $3,026 | $3,489-13.3% | $2,836+6.7% | $4,740-36.2% |
| Participant deferral / active EE | $20,212 | $5,338+278.7% | $4,656+334.1% | $6,400+215.8% |
| Admin fee / account holder | $1,326 | $10,926-87.9% | $7,493-82.3% | $11,426-88.4% |