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 | $112,435 | $85,790+31.1% | $67,313+67.0% | $135,375-16.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.56% | -0.54%-3.0pp | -4.08%+0.5pp | 519.73%-523.3pp |
| Employer contribution / active EE | $1,456 | $3,487-58.3% | $2,566-43.3% | $4,779-69.5% |
| Participant deferral / active EE | $11,574 | $4,651+148.8% | $3,568+224.3% | $5,609+106.3% |
| Admin fee / account holder | $719 | $6,392-88.8% | $4,507-84.1% | $10,827-93.4% |