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 | $142,746 | $167,484-14.8% | $151,611-5.8% | $134,475+6.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.59% | 7.80%-22.4pp | 3.33%-17.9pp | 417.96%-432.6pp |
| Employer contribution / active EE | $3,689 | $6,829-46.0% | $6,166-40.2% | $4,740-22.2% |
| Participant deferral / active EE | $18,877 | $8,986+110.1% | $8,363+125.7% | $6,400+195.0% |
| Admin fee / account holder | $2,726 | $13,783-80.2% | $11,616-76.5% | $11,426-76.1% |