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 | $109,640 | $142,344-23.0% | $119,609-8.3% | $134,475-18.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.04% | -12.44%-4.6pp | -14.97%-2.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $12,645 | $5,222+142.1% | $4,232+198.8% | $4,740+166.8% |
| Participant deferral / active EE | $9,000 | $6,469+39.1% | $5,602+60.7% | $6,400+40.6% |
| Admin fee / account holder | $3,881 | $13,584-71.4% | $10,323-62.4% | $11,426-66.0% |