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 | $83,888 | $67,331+24.6% | $60,874+37.8% | $134,475-37.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -12.73% | 49.93%-62.7pp | 16.90%-29.6pp | 417.96%-430.7pp |
| Employer contribution / active EE | $3,224 | $3,096+4.1% | $2,701+19.3% | $4,740-32.0% |
| Participant deferral / active EE | $2,600 | $4,538-42.7% | $3,817-31.9% | $6,400-59.4% |
| Admin fee / account holder | $3,848 | $4,582-16.0% | $3,224+19.3% | $11,426-66.3% |