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 8-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 | $161,621 | $82,286+96.4% | $68,791+134.9% | $134,475+20.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -12.44% | -2.19%-10.2pp | -6.38%-6.1pp | 417.96%-430.4pp |
| Employer contribution / active EE | $38,925 | $3,301+1079.3% | $2,655+1366.0% | $4,740+721.3% |
| Participant deferral / active EE | $20,250 | $4,739+327.3% | $3,941+413.8% | $6,400+216.4% |
| Admin fee / account holder | $1,084 | $6,481-83.3% | $4,932-78.0% | $11,426-90.5% |