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 | $100,822 | $82,286+22.5% | $68,791+46.6% | $134,475-25.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -15.96% | -2.19%-13.8pp | -6.38%-9.6pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,445 | $3,301-25.9% | $2,655-7.9% | $4,740-48.4% |
| Participant deferral / active EE | $6,822 | $4,739+44.0% | $3,941+73.1% | $6,400+6.6% |
| Admin fee / account holder | $1,680 | $6,481-74.1% | $4,932-65.9% | $11,426-85.3% |