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 | $64,688 | $131,829-50.9% | $108,579-40.4% | $273,961-76.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.41% | -91.57%+98.0pp | -51.70%+58.1pp | 41.45%-35.0pp |
| Employer contribution / active EE | $6,955 | $4,912+41.6% | $3,758+85.1% | $4,869+42.9% |
| Participant deferral / active EE | $14,144 | $5,127+175.9% | $4,311+228.1% | $5,287+167.5% |
| Admin fee / account holder | $468 | $10,252-95.4% | $7,645-93.9% | $10,132-95.4% |