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 7-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 | $166,682 | $167,307-0.4% | $143,757+15.9% | $134,475+24.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.65% | 0.46%-20.1pp | -0.04%-19.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $40,500 | $5,619+620.8% | $4,951+718.0% | $4,740+754.5% |
| Participant deferral / active EE | $31,438 | $6,446+387.7% | $5,637+457.7% | $6,400+391.2% |
| Admin fee / account holder | $1,489 | $18,088-91.8% | $14,673-89.8% | $11,426-87.0% |