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 | $219,885 | $142,344+54.5% | $119,609+83.8% | $134,475+63.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.48% | -12.44%-7.0pp | -14.97%-4.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $3,210 | $5,222-38.5% | $4,232-24.1% | $4,740-32.3% |
| Participant deferral / active EE | $11,450 | $6,469+77.0% | $5,602+104.4% | $6,400+78.9% |
| Admin fee / account holder | $1,268 | $13,584-90.7% | $10,323-87.7% | $11,426-88.9% |