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 | $158,391 | $175,600-9.8% | $129,110+22.7% | $134,475+17.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -14.17% | -11.39%-2.8pp | -10.94%-3.2pp | 417.96%-432.1pp |
| Employer contribution / active EE | $21,484 | $6,355+238.1% | $5,052+325.3% | $4,740+353.3% |
| Participant deferral / active EE | $13,091 | $7,975+64.1% | $6,542+100.1% | $6,400+104.6% |
| Admin fee / account holder | $1,492 | $23,567-93.7% | $14,302-89.6% | $11,426-86.9% |