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 4-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 | $82,144 | $167,484-51.0% | $151,611-45.8% | $134,475-38.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.63% | 7.80%-17.4pp | 3.33%-13.0pp | 417.96%-427.6pp |
| Employer contribution / active EE | $3,405 | $6,829-50.1% | $6,166-44.8% | $4,740-28.2% |
| Participant deferral / active EE | $13,818 | $8,986+53.8% | $8,363+65.2% | $6,400+115.9% |
| Admin fee / account holder | $16,376 | $13,783+18.8% | $11,616+41.0% | $11,426+43.3% |