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 | $139,028 | $167,484-17.0% | $151,611-8.3% | $134,475+3.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.51% | 7.80%-22.3pp | 3.33%-17.8pp | 417.96%-432.5pp |
| Employer contribution / active EE | $18,030 | $6,829+164.0% | $6,166+192.4% | $4,740+280.4% |
| Participant deferral / active EE | $13,667 | $8,986+52.1% | $8,363+63.4% | $6,400+113.6% |
| Admin fee / account holder | $4,076 | $13,783-70.4% | $11,616-64.9% | $11,426-64.3% |