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 | $42,277 | $142,344-70.3% | $119,609-64.7% | $134,475-68.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.97% | -12.44%+1.5pp | -14.97%+4.0pp | 417.96%-428.9pp |
| Employer contribution / active EE | $6,662 | $5,222+27.6% | $4,232+57.4% | $4,740+40.6% |
| Participant deferral / active EE | $0 | $6,469-100.0% | $5,602-100.0% | $6,400-100.0% |
| Admin fee / account holder | $399 | $13,584-97.1% | $10,323-96.1% | $11,426-96.5% |