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 | $166,393 | $142,344+16.9% | $119,609+39.1% | $134,475+23.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.31% | -12.44%-4.9pp | -14.97%-2.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $11,462 | $5,222+119.5% | $4,232+170.8% | $4,740+141.8% |
| Participant deferral / active EE | $6,158 | $6,469-4.8% | $5,602+9.9% | $6,400-3.8% |
| Admin fee / account holder | $2,203 | $13,584-83.8% | $10,323-78.7% | $11,426-80.7% |