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 | $246,256 | $142,344+73.0% | $119,609+105.9% | $134,475+83.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.44% | -12.44%-2.0pp | -14.97%+0.5pp | 417.96%-432.4pp |
| Employer contribution / active EE | $21,980 | $5,222+320.9% | $4,232+419.4% | $4,740+363.7% |
| Participant deferral / active EE | $25,680 | $6,469+296.9% | $5,602+358.4% | $6,400+301.3% |
| Admin fee / account holder | $1,257 | $13,584-90.7% | $10,323-87.8% | $11,426-89.0% |