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 | $157,418 | $167,484-6.0% | $151,611+3.8% | $134,475+17.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.62% | 7.80%-27.4pp | 3.33%-23.0pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,742 | $6,829-59.8% | $6,166-55.5% | $4,740-42.1% |
| Participant deferral / active EE | $18,289 | $8,986+103.5% | $8,363+118.7% | $6,400+185.8% |
| Admin fee / account holder | $643 | $13,783-95.3% | $11,616-94.5% | $11,426-94.4% |