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 | $123,706 | $127,100-2.7% | $105,738+17.0% | $135,375-8.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -6.25% | 4.49%-10.7pp | 6.27%-12.5pp | 519.73%-526.0pp |
| Employer contribution / active EE | $6,586 | $4,107+60.4% | $3,268+101.5% | $4,779+37.8% |
| Participant deferral / active EE | $4,573 | $5,064-9.7% | $4,080+12.1% | $5,609-18.5% |
| Admin fee / account holder | $3,212 | $9,087-64.7% | $6,913-53.5% | $10,827-70.3% |