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 | $97,267 | $167,484-41.9% | $151,611-35.8% | $134,475-27.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -6.62% | 7.80%-14.4pp | 3.33%-10.0pp | 417.96%-424.6pp |
| Employer contribution / active EE | $2,611 | $6,829-61.8% | $6,166-57.7% | $4,740-44.9% |
| Participant deferral / active EE | $9,343 | $8,986+4.0% | $8,363+11.7% | $6,400+46.0% |
| Admin fee / account holder | $80,571 | $13,783+484.6% | $11,616+593.6% | $11,426+605.2% |