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 | $171,781 | $175,600-2.2% | $129,110+33.1% | $134,475+27.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -19.31% | -11.39%-7.9pp | -10.94%-8.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,924 | $6,355-69.7% | $5,052-61.9% | $4,740-59.4% |
| Participant deferral / active EE | $13,039 | $7,975+63.5% | $6,542+99.3% | $6,400+103.7% |
| Admin fee / account holder | $1,919 | $23,567-91.9% | $14,302-86.6% | $11,426-83.2% |