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 | $104,189 | $211,958-50.8% | $169,463-38.5% | $135,375-23.0% |
| Participation rate | 93.8% | 82.6%+11.1pp | 77.8%+16.0pp | 82.6%+11.1pp |
| Annual return | -6.56% | 3.26%-9.8pp | 1.83%-8.4pp | 519.73%-526.3pp |
| Employer contribution / active EE | $5,987 | $5,120+16.9% | $4,159+43.9% | $4,779+25.3% |
| Participant deferral / active EE | $15,881 | $6,075+161.4% | $5,277+201.0% | $5,609+183.1% |
| Admin fee / account holder | $448 | $11,471-96.1% | $9,109-95.1% | $10,827-95.9% |