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 | $56,648 | $142,344-60.2% | $119,609-52.6% | $134,475-57.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.29% | -12.44%-5.8pp | -14.97%-3.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $6,083 | $5,222+16.5% | $4,232+43.7% | $4,740+28.3% |
| Participant deferral / active EE | $13,999 | $6,469+116.4% | $5,602+149.9% | $6,400+118.7% |
| Admin fee / account holder | $1,451 | $13,584-89.3% | $10,323-85.9% | $11,426-87.3% |