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 | $132,500 | $73,867+79.4% | $143,757-7.8% | $68,494+93.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.07% | 1.01%-19.1pp | -0.04%-18.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $5,536 | $3,184+73.9% | $4,951+11.8% | $2,596+113.2% |
| Participant deferral / active EE | $5,634 | $3,384+66.5% | $5,637-0.1% | $4,027+39.9% |
| Admin fee / account holder | $30,924 | $5,755+437.4% | $14,673+110.8% | $5,403+472.4% |