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 9-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 | $100,219 | $52,836+89.7% | $105,738-5.2% | $64,186+56.1% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | -7.16% | 14.30%-21.5pp | 6.27%-13.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $8,800 | $1,827+381.7% | $3,268+169.3% | $2,381+269.6% |
| Participant deferral / active EE | $8,250 | $2,545+224.1% | $4,080+102.2% | $3,470+137.8% |
| Admin fee / account holder | $1,446 | $3,959-63.5% | $6,913-79.1% | $4,888-70.4% |