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 6-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 | $79,799 | $167,484-52.4% | $151,611-47.4% | $134,475-40.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.34% | 7.80%-27.1pp | 3.33%-22.7pp | 417.96%-437.3pp |
| Employer contribution / active EE | $19,039 | $6,829+178.8% | $6,166+208.8% | $4,740+301.7% |
| Participant deferral / active EE | $20,636 | $8,986+129.7% | $8,363+146.7% | $6,400+222.5% |
| Admin fee / account holder | $3,699 | $13,783-73.2% | $11,616-68.2% | $11,426-67.6% |