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 | $116,991 | $71,883+62.8% | $86,677+35.0% | $68,494+70.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.97% | 3.52%-20.5pp | 35.91%-52.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,379 | $2,173+9.5% | $2,836-16.1% | $2,596-8.4% |
| Participant deferral / active EE | $7,040 | $3,779+86.3% | $4,656+51.2% | $4,027+74.8% |
| Admin fee / account holder | $3,999 | $6,112-34.6% | $7,493-46.6% | $5,403-26.0% |