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 6-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 | $76,876 | $167,484-54.1% | $151,611-49.3% | $134,475-42.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.87% | 7.80%-25.7pp | 3.33%-21.2pp | 417.96%-435.8pp |
| Employer contribution / active EE | $9,681 | $6,829+41.8% | $6,166+57.0% | $4,740+104.3% |
| Participant deferral / active EE | $17,641 | $8,986+96.3% | $8,363+110.9% | $6,400+175.6% |
| Admin fee / account holder | $713 | $13,783-94.8% | $11,616-93.9% | $11,426-93.8% |