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 10-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 | $142,809 | $133,958+6.6% | $112,228+27.2% | $134,475+6.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.63% | 47.11%-66.7pp | 27.45%-47.1pp | 417.96%-437.6pp |
| Employer contribution / active EE | $8,550 | $4,038+111.7% | $3,635+135.2% | $4,740+80.4% |
| Participant deferral / active EE | $4,281 | $5,291-19.1% | $4,728-9.4% | $6,400-33.1% |
| Admin fee / account holder | $2,082 | $7,489-72.2% | $6,410-67.5% | $11,426-81.8% |