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 | $35,329 | $142,344-75.2% | $119,609-70.5% | $134,475-73.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -8.92% | -12.44%+3.5pp | -14.97%+6.0pp | 417.96%-426.9pp |
| Employer contribution / active EE | $6,570 | $5,222+25.8% | $4,232+55.2% | $4,740+38.6% |
| Participant deferral / active EE | $7,646 | $6,469+18.2% | $5,602+36.5% | $6,400+19.5% |
| Admin fee / account holder | $1,210 | $13,584-91.1% | $10,323-88.3% | $11,426-89.4% |