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 | $56,617 | $167,484-66.2% | $151,611-62.7% | $134,475-57.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.00% | 7.80%-23.8pp | 3.33%-19.3pp | 417.96%-434.0pp |
| Employer contribution / active EE | $3,143 | $6,829-54.0% | $6,166-49.0% | $4,740-33.7% |
| Participant deferral / active EE | $14,795 | $8,986+64.6% | $8,363+76.9% | $6,400+131.2% |
| Admin fee / account holder | $12,608 | $13,783-8.5% | $11,616+8.5% | $11,426+10.3% |