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 | $112,776 | $90,590+24.5% | $90,782+24.2% | $135,375-16.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -4.64% | -3.40%-1.2pp | -3.42%-1.2pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,781 | $4,352-59.1% | $4,105-56.6% | $4,779-62.7% |
| Participant deferral / active EE | $2,039 | $5,407-62.3% | $5,366-62.0% | $5,609-63.6% |
| Admin fee / account holder | $2,915 | $7,683-62.1% | $5,908-50.7% | $10,827-73.1% |