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 6-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 | $64,960 | $167,484-61.2% | $151,611-57.2% | $134,475-51.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.37% | 7.80%-26.2pp | 3.33%-21.7pp | 417.96%-436.3pp |
| Employer contribution / active EE | $12,212 | $6,829+78.8% | $6,166+98.0% | $4,740+157.6% |
| Participant deferral / active EE | $10,181 | $8,986+13.3% | $8,363+21.7% | $6,400+59.1% |
| Admin fee / account holder | $945 | $13,783-93.1% | $11,616-91.9% | $11,426-91.7% |