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 7-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 | $116,175 | $167,484-30.6% | $151,611-23.4% | $134,475-13.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.22% | 7.80%-21.0pp | 3.33%-16.5pp | 417.96%-431.2pp |
| Employer contribution / active EE | $33,195 | $6,829+386.1% | $6,166+438.4% | $4,740+600.4% |
| Participant deferral / active EE | $21,682 | $8,986+141.3% | $8,363+159.2% | $6,400+238.8% |
| Admin fee / account holder | $784 | $13,783-94.3% | $11,616-93.3% | $11,426-93.1% |