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 | $50,938 | $167,484-69.6% | $151,611-66.4% | $134,475-62.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.15% | 7.80%-21.0pp | 3.33%-16.5pp | 417.96%-431.1pp |
| Employer contribution / active EE | $5,824 | $6,829-14.7% | $6,166-5.5% | $4,740+22.9% |
| Participant deferral / active EE | $14,150 | $8,986+57.5% | $8,363+69.2% | $6,400+121.1% |
| Admin fee / account holder | $14,566 | $13,783+5.7% | $11,616+25.4% | $11,426+27.5% |