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 | $49,598 | $140,588-64.7% | $123,104-59.7% | $125,391-60.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.84% | 16.80%-17.6pp | 13.22%-14.1pp | 282.22%-283.1pp |
| Employer contribution / active EE | $2,382 | $6,041-60.6% | $5,151-53.8% | $4,866-51.0% |
| Participant deferral / active EE | $6,644 | $6,980-4.8% | $6,230+6.7% | $5,352+24.2% |
| Admin fee / account holder | $19,396 | $11,198+73.2% | $9,015+115.2% | $9,540+103.3% |