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 | $79,059 | $73,867+7.0% | $143,757-45.0% | $68,494+15.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.00% | 1.01%-17.0pp | -0.04%-16.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $18,140 | $3,184+469.7% | $4,951+266.4% | $2,596+598.7% |
| Participant deferral / active EE | $16,703 | $3,384+393.5% | $5,637+196.3% | $4,027+314.8% |
| Admin fee / account holder | $7,630 | $5,755+32.6% | $14,673-48.0% | $5,403+41.2% |