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 | $149,155 | $158,817-6.1% | $121,196+23.1% | $135,375+10.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -1.09% | -0.64%-0.5pp | 16.93%-18.0pp | 519.73%-520.8pp |
| Employer contribution / active EE | $4,658 | $5,665-17.8% | $4,022+15.8% | $4,779-2.5% |
| Participant deferral / active EE | $8,809 | $4,005+120.0% | $3,344+163.4% | $5,609+57.1% |
| Admin fee / account holder | $435 | $6,512-93.3% | $5,019-91.3% | $10,827-96.0% |