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 4-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 | $68,254 | $167,484-59.2% | $151,611-55.0% | $134,475-49.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.77% | 7.80%-20.6pp | 3.33%-16.1pp | 417.96%-430.7pp |
| Employer contribution / active EE | $2,193 | $6,829-67.9% | $6,166-64.4% | $4,740-53.7% |
| Participant deferral / active EE | $13,485 | $8,986+50.1% | $8,363+61.2% | $6,400+110.7% |
| Admin fee / account holder | $185,715 | $13,783+1247.4% | $11,616+1498.8% | $11,426+1525.4% |