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 8-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 | $82,103 | $95,862-14.4% | $79,550+3.2% | $134,475-38.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -9.43% | -2.69%-6.7pp | 0.16%-9.6pp | 417.96%-427.4pp |
| Employer contribution / active EE | $2,900 | $3,128-7.3% | $2,413+20.2% | $4,740-38.8% |
| Participant deferral / active EE | $13,446 | $4,693+186.5% | $3,985+237.4% | $6,400+110.1% |
| Admin fee / account holder | $3,783 | $9,126-58.5% | $6,832-44.6% | $11,426-66.9% |