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 | $225,289 | $142,344+58.3% | $119,609+88.4% | $134,475+67.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.56% | -12.44%-2.1pp | -14.97%+0.4pp | 417.96%-432.5pp |
| Employer contribution / active EE | $9,708 | $5,222+85.9% | $4,232+129.4% | $4,740+104.8% |
| Participant deferral / active EE | $2,319 | $6,469-64.2% | $5,602-58.6% | $6,400-63.8% |
| Admin fee / account holder | $6,071 | $13,584-55.3% | $10,323-41.2% | $11,426-46.9% |