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 | $109,438 | $127,386-14.1% | $115,037-4.9% | $125,391-12.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.51% | 31.28%-31.8pp | 26.14%-26.7pp | 282.22%-282.7pp |
| Employer contribution / active EE | $38,925 | $5,166+653.5% | $4,608+744.8% | $4,866+699.9% |
| Participant deferral / active EE | $18,000 | $6,423+180.2% | $6,026+198.7% | $5,352+236.4% |
| Admin fee / account holder | $37,515 | $9,516+294.2% | $8,175+358.9% | $9,540+293.2% |