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 | $64,099 | $95,193-32.7% | $76,523-16.2% | $135,375-52.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -1.74% | 4.85%-6.6pp | -0.27%-1.5pp | 519.73%-521.5pp |
| Employer contribution / active EE | $1,791 | $3,302-45.8% | $2,647-32.4% | $4,779-62.5% |
| Participant deferral / active EE | $17,729 | $4,639+282.1% | $3,835+362.2% | $5,609+216.1% |
| Admin fee / account holder | $172,342 | $6,249+2658.1% | $4,848+3454.7% | $10,827+1491.8% |