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 | $130,736 | $167,307-21.9% | $143,757-9.1% | $134,475-2.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.06% | 0.46%-20.5pp | -0.04%-20.0pp | 417.96%-438.0pp |
| Employer contribution / active EE | $15,819 | $5,619+181.5% | $4,951+219.5% | $4,740+233.8% |
| Participant deferral / active EE | $7,943 | $6,446+23.2% | $5,637+40.9% | $6,400+24.1% |
| Admin fee / account holder | $659 | $18,088-96.4% | $14,673-95.5% | $11,426-94.2% |