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 | $53,163 | $167,307-68.2% | $143,757-63.0% | $134,475-60.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.19% | 0.46%-15.6pp | -0.04%-15.1pp | 417.96%-433.2pp |
| Employer contribution / active EE | $9,544 | $5,619+69.9% | $4,951+92.8% | $4,740+101.4% |
| Participant deferral / active EE | $8,989 | $6,446+39.5% | $5,637+59.5% | $6,400+40.5% |
| Admin fee / account holder | $842 | $18,088-95.3% | $14,673-94.3% | $11,426-92.6% |