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 | $168,937 | $73,867+128.7% | $143,757+17.5% | $68,494+146.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.93% | 1.01%-12.9pp | -0.04%-11.9pp | -7.84%-4.1pp |
| Employer contribution / active EE | $8,312 | $3,184+161.1% | $4,951+67.9% | $2,596+220.2% |
| Participant deferral / active EE | $5,341 | $3,384+57.8% | $5,637-5.3% | $4,027+32.6% |
| Admin fee / account holder | $2,162 | $5,755-62.4% | $14,673-85.3% | $5,403-60.0% |