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 | $152,357 | $158,817-4.1% | $121,196+25.7% | $135,375+12.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -7.79% | -0.64%-7.1pp | 16.93%-24.7pp | 519.73%-527.5pp |
| Employer contribution / active EE | $3,600 | $5,665-36.4% | $4,022-10.5% | $4,779-24.7% |
| Participant deferral / active EE | $13,085 | $4,005+226.7% | $3,344+291.2% | $5,609+133.3% |
| Admin fee / account holder | $1,938 | $6,512-70.2% | $5,019-61.4% | $10,827-82.1% |