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 | $65,229 | $167,307-61.0% | $143,757-54.6% | $134,475-51.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.51% | 0.46%-17.0pp | -0.04%-16.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $9,054 | $5,619+61.1% | $4,951+82.9% | $4,740+91.0% |
| Participant deferral / active EE | $6,131 | $6,446-4.9% | $5,637+8.8% | $6,400-4.2% |
| Admin fee / account holder | $10,983 | $18,088-39.3% | $14,673-25.1% | $11,426-3.9% |