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 | $70,600 | $167,307-57.8% | $143,757-50.9% | $134,475-47.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.70% | 0.46%-14.2pp | -0.04%-13.7pp | 417.96%-431.7pp |
| Employer contribution / active EE | $10,108 | $5,619+79.9% | $4,951+104.2% | $4,740+113.3% |
| Participant deferral / active EE | $8,200 | $6,446+27.2% | $5,637+45.5% | $6,400+28.1% |
| Admin fee / account holder | $9,471 | $18,088-47.6% | $14,673-35.5% | $11,426-17.1% |