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 | $33,378 | $167,307-80.1% | $143,757-76.8% | $134,475-75.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.28% | 0.46%-17.7pp | -0.04%-17.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $8,497 | $5,619+51.2% | $4,951+71.6% | $4,740+79.3% |
| Participant deferral / active EE | $14,999 | $6,446+132.7% | $5,637+166.1% | $6,400+134.4% |
| Admin fee / account holder | $341 | $18,088-98.1% | $14,673-97.7% | $11,426-97.0% |