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 7-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 | $122,928 | $167,484-26.6% | $151,611-18.9% | $134,475-8.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.55% | 7.80%-28.3pp | 3.33%-23.9pp | 417.96%-438.5pp |
| Employer contribution / active EE | $3,347 | $6,829-51.0% | $6,166-45.7% | $4,740-29.4% |
| Participant deferral / active EE | $8,708 | $8,986-3.1% | $8,363+4.1% | $6,400+36.1% |
| Admin fee / account holder | $1,271 | $13,783-90.8% | $11,616-89.1% | $11,426-88.9% |