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 | $67,236 | $71,883-6.5% | $86,677-22.4% | $68,494-1.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -12.29% | 3.52%-15.8pp | 35.91%-48.2pp | -7.84%-4.4pp |
| Employer contribution / active EE | $14,380 | $2,173+561.8% | $2,836+407.0% | $2,596+453.9% |
| Participant deferral / active EE | $10,793 | $3,779+185.6% | $4,656+131.8% | $4,027+168.0% |
| Admin fee / account holder | $2,349 | $6,112-61.6% | $7,493-68.6% | $5,403-56.5% |