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 | $101,905 | $140,578-27.5% | $100,671+1.2% | $125,391-18.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -2.57% | 24.67%-27.2pp | 20.43%-23.0pp | 282.22%-284.8pp |
| Employer contribution / active EE | $20,174 | $5,965+238.2% | $4,012+402.8% | $4,866+314.6% |
| Participant deferral / active EE | $12,271 | $3,981+208.2% | $3,144+290.4% | $5,352+129.3% |
| Admin fee / account holder | $365 | $6,716-94.6% | $4,850-92.5% | $9,540-96.2% |