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 | $157,648 | $158,817-0.7% | $121,196+30.1% | $135,375+16.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -8.45% | -0.64%-7.8pp | 16.93%-25.4pp | 519.73%-528.2pp |
| Employer contribution / active EE | $17,750 | $5,665+213.3% | $4,022+341.4% | $4,779+271.4% |
| Participant deferral / active EE | $9,250 | $4,005+131.0% | $3,344+176.6% | $5,609+64.9% |
| Admin fee / account holder | $2,428 | $6,512-62.7% | $5,019-51.6% | $10,827-77.6% |