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 | $101,821 | $167,484-39.2% | $151,611-32.8% | $134,475-24.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.47% | 7.80%-24.3pp | 3.33%-19.8pp | 417.96%-434.4pp |
| Employer contribution / active EE | $9,658 | $6,829+41.4% | $6,166+56.6% | $4,740+103.8% |
| Participant deferral / active EE | $13,520 | $8,986+50.5% | $8,363+61.7% | $6,400+111.3% |
| Admin fee / account holder | $4,658 | $13,783-66.2% | $11,616-59.9% | $11,426-59.2% |