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 | $55,384 | $142,344-61.1% | $119,609-53.7% | $134,475-58.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.87% | -12.44%-2.4pp | -14.97%+0.1pp | 417.96%-432.8pp |
| Employer contribution / active EE | $5,075 | $5,222-2.8% | $4,232+19.9% | $4,740+7.1% |
| Participant deferral / active EE | $6,144 | $6,469-5.0% | $5,602+9.7% | $6,400-4.0% |
| Admin fee / account holder | $4,763 | $13,584-64.9% | $10,323-53.9% | $11,426-58.3% |