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 | $111,807 | $94,529+18.3% | $140,016-20.1% | $64,186+74.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -3.17% | 7.77%-10.9pp | 651.12%-654.3pp | 7.63%-10.8pp |
| Employer contribution / active EE | $18,182 | $3,812+376.9% | $5,606+224.3% | $2,381+663.7% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $11,343 | $6,741+68.3% | $10,705+6.0% | $4,888+132.0% |