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 | $121,770 | $73,867+64.9% | $143,757-15.3% | $68,494+77.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.43% | 1.01%-17.4pp | -0.04%-16.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $4,497 | $3,184+41.2% | $4,951-9.2% | $2,596+73.2% |
| Participant deferral / active EE | $8,977 | $3,384+165.2% | $5,637+59.2% | $4,027+122.9% |
| Admin fee / account holder | $785 | $5,755-86.4% | $14,673-94.7% | $5,403-85.5% |