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 7-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 | $96,912 | $167,484-42.1% | $151,611-36.1% | $134,475-27.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.02% | 7.80%-26.8pp | 3.33%-22.3pp | 417.96%-437.0pp |
| Employer contribution / active EE | $7,281 | $6,829+6.6% | $6,166+18.1% | $4,740+53.6% |
| Participant deferral / active EE | $23,980 | $8,986+166.9% | $8,363+186.7% | $6,400+274.7% |
| Admin fee / account holder | $533 | $13,783-96.1% | $11,616-95.4% | $11,426-95.3% |