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 | $136,373 | $167,307-18.5% | $143,757-5.1% | $134,475+1.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.73% | 0.46%-9.2pp | -0.04%-8.7pp | 417.96%-426.7pp |
| Employer contribution / active EE | $14,094 | $5,619+150.8% | $4,951+184.7% | $4,740+197.4% |
| Participant deferral / active EE | $5,842 | $6,446-9.4% | $5,637+3.6% | $6,400-8.7% |
| Admin fee / account holder | $11,130 | $18,088-38.5% | $14,673-24.1% | $11,426-2.6% |