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 | $81,990 | $167,307-51.0% | $143,757-43.0% | $134,475-39.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.14% | 0.46%-18.6pp | -0.04%-18.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $10,266 | $5,619+82.7% | $4,951+107.3% | $4,740+116.6% |
| Participant deferral / active EE | $8,004 | $6,446+24.2% | $5,637+42.0% | $6,400+25.1% |
| Admin fee / account holder | $8,538 | $18,088-52.8% | $14,673-41.8% | $11,426-25.3% |