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 | $181,511 | $211,958-14.4% | $169,463+7.1% | $135,375+34.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.48% | 3.26%-10.7pp | 1.83%-9.3pp | 519.73%-527.2pp |
| Employer contribution / active EE | $18,100 | $5,120+253.5% | $4,159+335.2% | $4,779+278.8% |
| Participant deferral / active EE | $18,977 | $6,075+212.4% | $5,277+259.6% | $5,609+238.3% |
| Admin fee / account holder | $2,241 | $11,471-80.5% | $9,109-75.4% | $10,827-79.3% |