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 | $132,705 | $167,307-20.7% | $143,757-7.7% | $134,475-1.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.64% | 0.46%-16.1pp | -0.04%-15.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $5,633 | $5,619+0.2% | $4,951+13.8% | $4,740+18.8% |
| Participant deferral / active EE | $11,352 | $6,446+76.1% | $5,637+101.4% | $6,400+77.4% |
| Admin fee / account holder | $592 | $18,088-96.7% | $14,673-96.0% | $11,426-94.8% |