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 | $90,491 | $167,484-46.0% | $151,611-40.3% | $134,475-32.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.00% | 7.80%-22.8pp | 3.33%-18.3pp | 417.96%-433.0pp |
| Employer contribution / active EE | $5,944 | $6,829-13.0% | $6,166-3.6% | $4,740+25.4% |
| Participant deferral / active EE | $10,887 | $8,986+21.2% | $8,363+30.2% | $6,400+70.1% |
| Admin fee / account holder | $454 | $13,783-96.7% | $11,616-96.1% | $11,426-96.0% |