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 | $81,895 | $95,862-14.6% | $79,550+2.9% | $134,475-39.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -3.79% | -2.69%-1.1pp | 0.16%-4.0pp | 417.96%-421.8pp |
| Employer contribution / active EE | $12,662 | $3,128+304.8% | $2,413+424.7% | $4,740+167.2% |
| Participant deferral / active EE | $6,750 | $4,693+43.8% | $3,985+69.4% | $6,400+5.5% |
| Admin fee / account holder | $398 | $9,126-95.6% | $6,832-94.2% | $11,426-96.5% |