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 | $102,776 | $167,307-38.6% | $143,757-28.5% | $134,475-23.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.82% | 0.46%-19.3pp | -0.04%-18.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $8,702 | $5,619+54.9% | $4,951+75.8% | $4,740+83.6% |
| Participant deferral / active EE | $5,332 | $6,446-17.3% | $5,637-5.4% | $6,400-16.7% |
| Admin fee / account holder | $15,420 | $18,088-14.8% | $14,673+5.1% | $11,426+35.0% |