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 | $51,182 | $167,484-69.4% | $151,611-66.2% | $134,475-61.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.58% | 7.80%-27.4pp | 3.33%-22.9pp | 417.96%-437.5pp |
| Employer contribution / active EE | $2,584 | $6,829-62.2% | $6,166-58.1% | $4,740-45.5% |
| Participant deferral / active EE | $5,568 | $8,986-38.0% | $8,363-33.4% | $6,400-13.0% |
| Admin fee / account holder | $22,824 | $13,783+65.6% | $11,616+96.5% | $11,426+99.8% |