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 | $121,216 | $95,862+26.4% | $79,550+52.4% | $134,475-9.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.79% | -2.69%-13.1pp | 0.16%-16.0pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,612 | $3,128-48.5% | $2,413-33.2% | $4,740-66.0% |
| Participant deferral / active EE | $22,750 | $4,693+384.8% | $3,985+470.9% | $6,400+255.5% |
| Admin fee / account holder | $574 | $9,126-93.7% | $6,832-91.6% | $11,426-95.0% |