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 | $87,199 | $167,484-47.9% | $151,611-42.5% | $134,475-35.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.63% | 7.80%-21.4pp | 3.33%-17.0pp | 417.96%-431.6pp |
| Employer contribution / active EE | $5,509 | $6,829-19.3% | $6,166-10.6% | $4,740+16.2% |
| Participant deferral / active EE | $3,765 | $8,986-58.1% | $8,363-55.0% | $6,400-41.2% |
| Admin fee / account holder | $72,927 | $13,783+429.1% | $11,616+527.8% | $11,426+538.3% |