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 | $204,073 | $167,307+22.0% | $143,757+42.0% | $134,475+51.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.86% | 0.46%-5.3pp | -0.04%-4.8pp | 417.96%-422.8pp |
| Employer contribution / active EE | $16,360 | $5,619+191.1% | $4,951+230.4% | $4,740+245.2% |
| Participant deferral / active EE | $8,125 | $6,446+26.1% | $5,637+44.1% | $6,400+27.0% |
| Admin fee / account holder | $1,505 | $18,088-91.7% | $14,673-89.7% | $11,426-86.8% |