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 | $72,755 | $158,817-54.2% | $121,196-40.0% | $135,375-46.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -1.28% | -0.64%-0.6pp | 16.93%-18.2pp | 519.73%-521.0pp |
| Employer contribution / active EE | $1,539 | $5,665-72.8% | $4,022-61.7% | $4,779-67.8% |
| Participant deferral / active EE | $2,882 | $4,005-28.0% | $3,344-13.8% | $5,609-48.6% |
| Admin fee / account holder | $2,319 | $6,512-64.4% | $5,019-53.8% | $10,827-78.6% |