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 9-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 | $158,617 | $133,958+18.4% | $112,228+41.3% | $134,475+18.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.31% | 47.11%-61.4pp | 27.45%-41.8pp | 417.96%-432.3pp |
| Employer contribution / active EE | $27,956 | $4,038+592.3% | $3,635+669.2% | $4,740+489.8% |
| Participant deferral / active EE | $19,100 | $5,291+261.0% | $4,728+304.0% | $6,400+198.4% |
| Admin fee / account holder | $1,256 | $7,489-83.2% | $6,410-80.4% | $11,426-89.0% |