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 | $111,245 | $167,484-33.6% | $151,611-26.6% | $134,475-17.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.95% | 7.80%-26.7pp | 3.33%-22.3pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,972 | $6,829-56.5% | $6,166-51.8% | $4,740-37.3% |
| Participant deferral / active EE | $7,728 | $8,986-14.0% | $8,363-7.6% | $6,400+20.8% |
| Admin fee / account holder | $812 | $13,783-94.1% | $11,616-93.0% | $11,426-92.9% |