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 4-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 | $135,240 | $167,484-19.3% | $151,611-10.8% | $134,475+0.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.46% | 7.80%-26.3pp | 3.33%-21.8pp | 417.96%-436.4pp |
| Employer contribution / active EE | $8,312 | $6,829+21.7% | $6,166+34.8% | $4,740+75.4% |
| Participant deferral / active EE | $13,760 | $8,986+53.1% | $8,363+64.5% | $6,400+115.0% |
| Admin fee / account holder | $1,042 | $13,783-92.4% | $11,616-91.0% | $11,426-90.9% |