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 | $53,531 | $167,307-68.0% | $143,757-62.8% | $134,475-60.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.00% | 0.46%-15.5pp | -0.04%-15.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $6,624 | $5,619+17.9% | $4,951+33.8% | $4,740+39.8% |
| Participant deferral / active EE | $5,577 | $6,446-13.5% | $5,637-1.1% | $6,400-12.9% |
| Admin fee / account holder | $461 | $18,088-97.5% | $14,673-96.9% | $11,426-96.0% |