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 | $177,406 | $167,307+6.0% | $143,757+23.4% | $134,475+31.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.62% | 0.46%-14.1pp | -0.04%-13.6pp | 417.96%-431.6pp |
| Employer contribution / active EE | $12,315 | $5,619+119.2% | $4,951+148.7% | $4,740+159.8% |
| Participant deferral / active EE | $7,350 | $6,446+14.0% | $5,637+30.4% | $6,400+14.8% |
| Admin fee / account holder | $7,097 | $18,088-60.8% | $14,673-51.6% | $11,426-37.9% |