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 | $33,532 | $167,484-80.0% | $151,611-77.9% | $134,475-75.1% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -19.25% | 7.80%-27.1pp | 3.33%-22.6pp | 417.96%-437.2pp |
| Employer contribution / active EE | $11,205 | $6,829+64.1% | $6,166+81.7% | $4,740+136.4% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,444 | $13,783-89.5% | $11,616-87.6% | $11,426-87.4% |