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 | $38,987 | $167,484-76.7% | $151,611-74.3% | $134,475-71.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.32% | 7.80%-25.1pp | 3.33%-20.7pp | 417.96%-435.3pp |
| Employer contribution / active EE | $3,187 | $6,829-53.3% | $6,166-48.3% | $4,740-32.8% |
| Participant deferral / active EE | $7,752 | $8,986-13.7% | $8,363-7.3% | $6,400+21.1% |
| Admin fee / account holder | $5,581 | $13,783-59.5% | $11,616-51.9% | $11,426-51.2% |