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 | $137,906 | $167,307-17.6% | $143,757-4.1% | $134,475+2.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.47% | 0.46%-15.9pp | -0.04%-15.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $20,471 | $5,619+264.3% | $4,951+313.5% | $4,740+331.9% |
| Participant deferral / active EE | $20,500 | $6,446+218.0% | $5,637+263.7% | $6,400+220.3% |
| Admin fee / account holder | $2,161 | $18,088-88.1% | $14,673-85.3% | $11,426-81.1% |