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 | $101,178 | $142,344-28.9% | $119,609-15.4% | $134,475-24.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.30% | -12.44%-2.9pp | -14.97%-0.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $4,527 | $5,222-13.3% | $4,232+7.0% | $4,740-4.5% |
| Participant deferral / active EE | $9,560 | $6,469+47.8% | $5,602+70.7% | $6,400+49.4% |
| Admin fee / account holder | $3,457 | $13,584-74.6% | $10,323-66.5% | $11,426-69.7% |