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 8-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 | $76,219 | $167,307-54.4% | $143,757-47.0% | $134,475-43.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -3.33% | 0.46%-3.8pp | -0.04%-3.3pp | 417.96%-421.3pp |
| Employer contribution / active EE | $12,407 | $5,619+120.8% | $4,951+150.6% | $4,740+161.8% |
| Participant deferral / active EE | $10,409 | $6,446+61.5% | $5,637+84.7% | $6,400+62.6% |
| Admin fee / account holder | $1,051 | $18,088-94.2% | $14,673-92.8% | $11,426-90.8% |