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 | $168,166 | $167,484+0.4% | $151,611+10.9% | $134,475+25.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.39% | 7.80%-24.2pp | 3.33%-19.7pp | 417.96%-434.4pp |
| Employer contribution / active EE | $5,460 | $6,829-20.0% | $6,166-11.4% | $4,740+15.2% |
| Participant deferral / active EE | $23,250 | $8,986+158.7% | $8,363+178.0% | $6,400+263.3% |
| Admin fee / account holder | $457 | $13,783-96.7% | $11,616-96.1% | $11,426-96.0% |