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 | $212,351 | $142,344+49.2% | $119,609+77.5% | $134,475+57.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.36% | -12.44%-2.9pp | -14.97%-0.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $7,890 | $5,222+51.1% | $4,232+86.4% | $4,740+66.5% |
| Participant deferral / active EE | $4,501 | $6,469-30.4% | $5,602-19.7% | $6,400-29.7% |
| Admin fee / account holder | $1,848 | $13,584-86.4% | $10,323-82.1% | $11,426-83.8% |