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 | $97,880 | $142,344-31.2% | $119,609-18.2% | $134,475-27.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.27% | -12.44%-6.8pp | -14.97%-4.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $7,857 | $5,222+50.5% | $4,232+85.7% | $4,740+65.8% |
| Participant deferral / active EE | $11,911 | $6,469+84.1% | $5,602+112.6% | $6,400+86.1% |
| Admin fee / account holder | $6,125 | $13,584-54.9% | $10,323-40.7% | $11,426-46.4% |