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 | $108,171 | $127,386-15.1% | $115,037-6.0% | $125,391-13.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.66% | 31.28%-31.9pp | 26.14%-26.8pp | 282.22%-282.9pp |
| Employer contribution / active EE | $2,350 | $5,166-54.5% | $4,608-49.0% | $4,866-51.7% |
| Participant deferral / active EE | $8,755 | $6,423+36.3% | $6,026+45.3% | $5,352+63.6% |
| Admin fee / account holder | $571 | $9,516-94.0% | $8,175-93.0% | $9,540-94.0% |