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 6-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 | $79,501 | $82,286-3.4% | $68,791+15.6% | $134,475-40.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -14.19% | -2.19%-12.0pp | -6.38%-7.8pp | 417.96%-432.2pp |
| Employer contribution / active EE | $2,942 | $3,301-10.9% | $2,655+10.8% | $4,740-37.9% |
| Participant deferral / active EE | $6,724 | $4,739+41.9% | $3,941+70.6% | $6,400+5.1% |
| Admin fee / account holder | $844 | $6,481-87.0% | $4,932-82.9% | $11,426-92.6% |