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 | $62,281 | $167,307-62.8% | $143,757-56.7% | $134,475-53.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.73% | 0.46%-18.2pp | -0.04%-17.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $9,934 | $5,619+76.8% | $4,951+100.6% | $4,740+109.6% |
| Participant deferral / active EE | $5,617 | $6,446-12.9% | $5,637-0.4% | $6,400-12.2% |
| Admin fee / account holder | $5,480 | $18,088-69.7% | $14,673-62.7% | $11,426-52.0% |